Forum Discussion

RICKS2008's avatar
RICKS2008
2 years ago

Issues converting large quote to invoice.

We're having issues with trying to change a quote to invoice.  Each time I go to save it as an invoice I get a Connection error, saying "we're sorry but something has interrupted AccountRight and you'll need to restart."

Gives option to try again or close and promptly crashes and closes whole MYOB page.

I suspect it may have something to do with being a large quote and too much data is being needed to transfer??

Does anyone have a fix? or do I need to delete quote and start again as an invoice?

 

  • Julie_A_C's avatar
    Julie_A_C
    2 years ago

    Hi RICKS2008 

     

    If it wont convert to an invoice and it large then prior to starting all again I would call up the quote and save as recurring.  

     

    Then go to enter sales, use recurring, select the quote you saved and just change the sales type to invoice, if you want to retain the original number of the quote, then replace the invoice number that automatically comes up to that of the quote and record.  You may get a warning that number used but just okay that.

     

    Then go to your sales register and delete the quote.

     

    This will hopefully save you time in having to re-enter all the data from the quote.

     

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years ago

    Hi, RICKS2008

     

    Thanks for your post.

     

    As per checking, there are two possible workarounds for this error message. First, you may need to convert the quote to an order and then to an invoice. Second, you will need to untick the option "Delete Quotes upon changing to and recording as an order or invoice" in the preferences. To do this, go to Setup > Preferences > Sales tab. To convert a quote to an order, and order to invoice, you may check the Help Artile: Changing a sale's type for further information.

     

    Please let us know how it goes on your end.

     

    Best regards,

    Doreen

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years ago

    Hi, RICKS2008

     

    We would like to follow up on your concern. Kindly let us know if you still need further assistance. Don't hesitate to reach out to us. We are delighted to assist you.

     

    Best regards,

    Doreen

  • Julie_A_C's avatar
    Julie_A_C
    Ultimate Cover User
    2 years ago

    Hi RICKS2008 

     

    If it wont convert to an invoice and it large then prior to starting all again I would call up the quote and save as recurring.  

     

    Then go to enter sales, use recurring, select the quote you saved and just change the sales type to invoice, if you want to retain the original number of the quote, then replace the invoice number that automatically comes up to that of the quote and record.  You may get a warning that number used but just okay that.

     

    Then go to your sales register and delete the quote.

     

    This will hopefully save you time in having to re-enter all the data from the quote.

     

    • Doreen_P's avatar
      Doreen_P
      MYOB Moderator
      2 years ago

      Hi, Julie_A_C

       

      Thanks for your response to this concern.

       

      We truly appreciate your unending support for the Community Forum. We are glad to have you here.

       

      Best regards,

      Doreen

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years ago

    Hi, RICKS2008

     

    We are closing this case, as we were not able to receive updates. Please feel free to start a new post in the future if you encounter any further issues.

     

    Best regards,

    Doreen

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