Forum Discussion

Shannon3's avatar
Shannon3
User
3 years ago
Solved

Wrong contact on email for sales invoices & statements

I use MYOB for my own business. However, whenever I send emails sales invoices or statements from my business it is pulling contact name from one of my clients but is using my email address correctly...
  • SamaraM's avatar
    SamaraM
    3 years ago

    Hi Shannon3 

     

    Thanks for confirming your product. For Legacy Essentials the "from" name will use the details of the user that is currently logged in. 

     

    We are aware it's an issue and apologise for the inconvenience caused until it is resolved. As a workaround you could download it as a PDF file and send it through a different program like Outlook. 


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

SamaraM's avatar
SamaraM
Former Staff

Hi Shannon3 

 

Welcome to the Community Forum. It depends on what software you are using as to where the information is being pulled from. I've included instructions for our 3 common programs below:

 

Hope that helps, please let me know if you have any further questions.

 

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

Shannon3's avatar
Shannon3
User
3 years ago

Thank you for your response.

 

I am using Essentials on browser. 

 

When I click on my business name it does not have Sales Settings as an option...(only Invoice and quote settings). I've tried looking in the Invoice and quote settings, but in the Default email text section there is only options to edit the actual contact that the email comes from. The body of the email is ok it's the actual email contact I want to change.

 

Can you please advise...thank you

  • SamaraM's avatar
    SamaraM
    Former Staff
    3 years ago

    Hi Shannon3 

     

    Thanks for confirming your product. For Legacy Essentials the "from" name will use the details of the user that is currently logged in. 

     

    We are aware it's an issue and apologise for the inconvenience caused until it is resolved. As a workaround you could download it as a PDF file and send it through a different program like Outlook. 


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