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Subject lines for invoices and quotes

321Sue
1 Post
Cover User
Australia

Subject lines for invoices and quotes

Hi

i have gone into setup and changed my preferences to add the order number to the subject line but i still am only seeing the invoice number - i have all three ticked. Can someone help with this

Thanks

1 REPLY
MYOB Moderator Neil_M
4,208 Posts
MYOB Moderator
New Zealand

Re: Subject lines for invoices and quotes

HI @321Sue

 

Welcome to the MYOB Community Forum, I hope you find it a great resource.

 

When an emailed transaction comes out of AccountRight, depending on the type of transaction will depend on what information comes through on the subject line.

 

For example, if you are sending an invoice by email AccountRight then the subject line will look to whether or not you have the option to include the Invoice number in the subject line field. As it is emailing an invoice, the options of whether the quote or order number is to be included in the subject line is ignored. Conversely if an order is being emailed out, then the preference for whether or not the order number is included in the subject like is taken into account.

 

Please do feel free to post any other questions that you may have.



Kind regards,
Neil
MYOB Client Support
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