Invoice and Quote numbering
Does anyone have a solution on how to fix the auto numbering of Quotes and Invoices. So when creating a quote it gives a number - QU234567 then when converting it to invoice it does not follow the p...
Forum Discussion
Hi CB78,
Thanks for your post. Please allow me to extend to you a very warm welcome to the Community Forum.
In the upgraded version of MYOB Business/Essentials, the invoice and quote use the same reference number sequence. When you convert a quote into an invoice, it will use the next number in the invoice number sequence.
Please do not hesitate to post again if you need help in the future.
If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.
Cheers,
Leneth
When I convert a quote into an invoice, it uses the quote number, my next invoice then follows that number and not the last invoice number, i.e. last invoice number 00004156, I convert quote number 00003995 to an invoice, which uses the same number. after that my next invoice uses 00003996 and not 00004157.
this is time consumming and if not pick up confusing. Quote numbers need to be differant from invoice numbers.
Hi KJIS,
Thanks for your post, and welcome to the Community Forum!
In MYOB Business/Essentials, both the quote and invoice numbers are system-generated. If you encounter an issue with this, you might need to advance to a future number in the sequence for the system to recognize it correctly. For instance, if the last number in the sequence was 100, setting the next number as 101 and recording it should proceed to 102. If this doesn't work, try jumping to a higher number like 120 to see if the system resumes numbering from there. This process can help identify where the numbering might be stuck.
Feel free to post again, we're happy to help!
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.Regards,
EarlThis is super frustrating, you basically need to write down your sequency on a piece of paper then refer to it as you change either the invoice or quote number and pre-fix. Surely this is an easy fix? It doesn't make any sense at all?
MYOB's solution was to jump to a higher number, this doesn't solve the problem, it still uses that sequence :(
Hi Evolution,
Thank you for sharing your post. We are aware that some users are encountering this issue. I have noted your file as affected (Serial Number ending in 2252) regarding this issue, and we are actively working on a solution. In the meantime, feel free to post again if you have further queries and one of us will be happy to assist you.
Regards,
EarlHi Earl_HD
Can you please mark my file as affected too, it is driving me insane!
When I convert a quote to an invoice, it uses the Quote number e.g. Q000076 as the invoice number. I have to manually change the invoice number (I don't always remember and this is so confusing for my clients).
Thank you
TIffany
