- NickH83Former Staff
Currently you can save & copy and invoice – could save & copy be added to the quote form as well?
In invoicing as well as a purchase order could a field for reference please be added and could both these fields be added to the Sales history screen?
- SkilledPlumbingCover User
I would like the same change i constantly have to make new quotes with all the same information
- SkilledPlumbingCover User
I would like a "Save and copy" buttom on quotes so i can make new quote with the same information and retain the origional. currently i keep writing over my old quotes which can prove trouble some.
Just the same as invoicing.
- TamFowlerCover User
I strongly agree! Seems like such a simple concept when invoices already has this function.
Thanks
Tammie
- LCrowhurstTrusted Cover User
yes we needed this today. i had to sit and copy and paste two quotes. so time consuming. defiantely need the ability to save and copy quotes...:smileyfrustrated:
- triggerprodCover User
Hi there. Well its been a long, long, time since this has been requested, but still no "Movement at the Station" so to speak as to why a simple function as to "Copy" a Quote and "Issue" a receipt cannot simply be added!!
Is it really that hard!! Frustrations!!
Don't forget the small business guy out here.., somewhere.......fading away................. :-(
I agree. It would be great to be able to take an existing quote or invoice, create a copy and then change the details.
- I would like to see the ability to copy the body of my invoice or quote. I often do very simmilar jobs that require a lot orthe same items and the description remains mostly the same.
Yes please I would love this. I now have to retype the sames quote 10 times for a big job.
UUGH
Scott
- G_IExperienced Partner
I'm desperate for this feature this would save us hours! Are there any workarounds for the meantime?
- Steven_MFormer Staff
Hi G_I
Thank you for your enquiry and voting for into this idea.
Currently there is no direct workaround for saving quotes information to be used on another transaction, Information would need to be retyped onto the additional quote's if required. Alternatively you could use the Invoices>>Save and Copy option, however this would involved creating those transactions as invoices rather than quotes. - Adrian1963Partner
I often create simmilar invoices and quotes sending them to different clients. It would be a great enhancement if MYOB Essentials allowed me to select an existing quote or invoice and create copy, then allow me to edit some of the details of the copy such as Customer etc.
- Steven_MFormer StaffStatus changed:NewtoNew
Hi Adrian1963
Thank you for your idea
Would you mind confirming what program you are suggesting this particular idea for? i.e. MYOB Essentials or AccountRight or another MYOB product or service. - Adrian1963Partner
MYOB Essentials
- Steven_MFormer StaffStatus changed:NewtoNew
Hi Adrian1963
Thank you for clarifying that information
When you do to save an invoice in MYOB Essentails you get the option of the Save button. To the right of that is the button is a drop down. Within here you can select to Save & Copy. This will save the invoice that you are working on and copy it so you can change the customer, amounts.. as required.
- Annette62Experienced User
Hi
Just new to Essentials and want to copy quotes. Can't believe the function isn't there already as with invoices. Is this function being added and if not is their a workaround?
thanks
Annette
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