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jobryant's avatar
jobryant
Member
4 years ago
Solved

Change save location for invoices after sending via email

Hi,

 

I'd like to know if it is possible to change the save location of invoices that are sent via email?

 

Currently, in MYOB Accounts Office, I am creating an invoice, and instead of 'printing' the invoice, I'm using the 'Send Via Email' option. It then saves a copy of the invoice in a MailMerge folder inside our clients folder (the same location that is used in the 'Documents' directory inside the clients file on MYOB). Is there any way to change where these invoices are saved to, and to change what the folder is called? 

 

Screenshot attached of where the folder is currently sitting. 

 

Thanks

  • kyla's avatar
    kyla
    4 years ago

    Hi jobryant 

     

    The location of where emailed invoices are stored is hard-coded in the software and can't be changed.  Emailed invoices and Debtor Statements are both stored in a Mail Merge folder as that's the underlying component that's used to allow documents to be emailed.

     

     

     

     

2 Replies

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  • kyla's avatar
    kyla
    MYOB Staff
    4 years ago

    Hi jobryant 

     

    The location of where emailed invoices are stored is hard-coded in the software and can't be changed.  Emailed invoices and Debtor Statements are both stored in a Mail Merge folder as that's the underlying component that's used to allow documents to be emailed.

     

     

     

     

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