Forum Discussion

CarolynJS's avatar
CarolynJS
Experienced Cover User
4 years ago

Quotes - Invoice in account right

We have started using the quote facility in MYOB.  When we convert it to an invoice and update/change or add details the quote still remains in the listing.  This is a pain because we will end up wit...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi CarolynJS 

     

    Sounds like you want to enable the following Sales Preference:

    1. Navigate to Setup>>Preferences
    2. Click Sales
    3. Enable Delete Quotes upon Changing to and Recording as an Order or Invoice
    4. Click OK

    What the above process will do is when you convert a quote to an order/invoice that the original quote is deleted thus not retained in the company file as a quote.

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi CarolynJS 

 

Sounds like you want to enable the following Sales Preference:

  1. Navigate to Setup>>Preferences
  2. Click Sales
  3. Enable Delete Quotes upon Changing to and Recording as an Order or Invoice
  4. Click OK

What the above process will do is when you convert a quote to an order/invoice that the original quote is deleted thus not retained in the company file as a quote.

  • CarolynJS's avatar
    CarolynJS
    Experienced Cover User
    4 years ago

    Thanks Steven,

    I'll set that up.  Thanks for your help.

    Cheers

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