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...
  • 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.

     

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

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.