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Over-Boots's avatar
Over-Boots
Experienced Cover User
4 years ago
Solved

PDF Invoices

We deal with a number of large companies that require we send PDF copies on invoices to an email address where they are outomatically processed,

Now we are in the MYOB cloud the invoice email is not the P:DF copy and manual processing is required which these companies will not do.

The only way I can see around this is for us to create a PDF copy to file and then send that which is manually intensive.

MYOB seemss to have gonee backwards in this regard.

What can be done?

  • Tracey_H's avatar
    Tracey_H
    4 years ago

    Hi Over-Boots 

     

    Thanks for your post. If you are emailing directly from AccountRight you can attach PDF copy of the invoice by going to Setup>>Preferences>>Emailing tab and selecting Include a link to the online invoice and attach a PDF:

     

     

    This help article has more information on emailing from AccountRight: Set up AccountRight to send emails

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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  • Tracey_H's avatar
    Tracey_H
    Former Staff
    4 years ago

    Hi Over-Boots 

     

    Thanks for your post. If you are emailing directly from AccountRight you can attach PDF copy of the invoice by going to Setup>>Preferences>>Emailing tab and selecting Include a link to the online invoice and attach a PDF:

     

     

    This help article has more information on emailing from AccountRight: Set up AccountRight to send emails

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.