Forum Message

Deleting Quote After Invoice Conversion

Ive started using the Quote form but actually using it as a job sheet for the guys, is there a way to delete them automatically once its converted to an invoice? Simon


Posted by Simon Race on Jun 28, 2020 12:12 PM BST

Hello Simon,

Unfortunately Solar Accounts doesn't have a way to automatically delete the
quote when you convert it to an invoice - sorry. You will need to remember
to delete it manually.


Posted by Solar Accounts Customer Support on Jun 28, 2020 1:30 PM BST