Hi
I'm running AccountRight Plus and before I upgraded to the online version I use to be able to convert a invoice to a quote.
I know that this might seem a bit strange as usually it goes to other way, however some times when I go to create a quote it default to invoice creation and that is not the way I use to be.
All my work is from quoted work that I quote in the first place and since the default when creating an invoice is an invoice and not a option of either and I have to remember to change to quote, I often create the quote as an invoice and there is now no way to convert to a quote. I have to retype it again and some of my quote can be lengthy and this takes some time.
"Change invoice to quote"
I would appreciate it if you would be able to have a look into this matter as I'm sure that there are others there at would like it to be the way that it use to in this regard
Dean
A work-around could be to save the invoice as recurring, then enter a new quote using the recurring transaction to create a new quote. You can then delete the invoice.
Related Content
- 11 months ago
- 11 months ago
- 7 months ago