Institute of Certified Bookkeepers
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Converting a quote to an order and then to an invoice

  • 6 posts
  • # 84848

Hi, This question relates to MYOB. When you draw up a quote in MYOB (it allocates it a quote no., let’s say no. 1), and then when you convert it to an order it allocates a different no., say 2, then when you create the invoice it gives it another no. so you land up with three records in the system which messes up the invoice numbers running consecutively.  Do you know a way around this?  Any advice would be much appreciated.
Thanks.

  • 5 posts
  • # 84849

Hi Sandy

If you go into 'Setup' then 'Preferences' then 'Sales' and tick " Retain Original Invoice Number when Quotes Change to Orders or Invoices (system wide)".  

Hope this is what you're looking for Smile

Regards
Fiona 

  • 1 post
  • # 119593

Bookkeeping is accelerating as a job. Mor and more people are going to get the facts daily to find jobs. There are more people willing to do bookkeeping than the market demand.

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