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Emailing Invoices as a PDF from Account Right.

Jacmus

Can I email our invoices from Account Right as a PDF?

At the moment, we have to save the invoice to our desktop as a PDF and then do a separate email.

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Accepted answers

Steven_M

Hi @Jacmus

If you are using a desktop email client like Outlook, using the Send to>>Email function or the Print/Email Invoices window will include an attached copy of the invoice as a PDF format.

If you are using AccountRight to email, i.e. Setup>>Preferences>>Emailing>>Send Emails using AccountRight is enabled, it would depend on your setup. If you have When Emailing Invoices: Include a link to online invoice and attach a PDF selected in that Emailing tab of the Preferences window it will attach a PDF copy of the invoice.

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Jacmus

Thank you Steven. This is a big help.

Also, is there a way we can remove the unpaid invocies tab?

Some of our customers wnat to email our invoices to branch stores and do not want their staff to see account balances etc.

Steven_M

Hi @Jacmus

If you are using a desktop email client like Outlook, using the Send to>>Email function or the Print/Email Invoices window will include an attached copy of the invoice as a PDF format.