emailing a Invoice

Question

Hi

I am having trouble with a couple clients saying their system cannot download my Invoices unless its PDF.

You can only see the pdf choice if you click on the email, which they cant.

If I don't have the option to download the invoice then save to pdf then email what can I do?

Thanks Jan

Princess_R · Answer

Hi @JanPoppe2018

Thank you for the reply. Great to know that you've found this additional option to download the PDF. Please don't hesitate to post again if you need help in the future.

Cheers,

Princess

JanPoppe2018 · Answer

Hi Thanks for emailing, but I don't hav these options on my invoice down below, all I have is.. enter payment / Delete/ Resend /Print, but I have worked out I can go to Print then download & save to a pdf from there

Thanks

Jan

Princess_R · Answer

Hi @JanPoppe2018

Thank you for your post. When you email an invoice using MYOB, the PDF and  link will be attached in the sent email.

There is an option to download a PDF from the invoicing screen, which can be attach to an email you prefer. Go to Sales >> Invoices >> select reference no. to open transactions >> select View PDF >> click on the link to open up the invoice >> select download PDF save to your desktop and attach to the email and send it to your clients. Kindly refer to the sample below:

Additionally, I'll provide this Help Article, Emailing, printing, or downloading invoices, that has detailed information to assist with this.

Please feel free to post again I'm happy to assist.

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

Cheers,

Princess