Can I add a separate PDF document to my Default Invoice Email? For e.g. a copy of our Terms & Conditions?
Look forward to a response. Thank you
Hi DJB
Thank you for your post.
When emailing an individual sale or purchase by clicking Send To > Email in the transaction (not available for batch emailing), you can attach another document or file to the email. Just click Attach on the Email window and select the additional attachment.
Hi DJB
Thank you for your reply.
Currently, there is no direct way of adding a company logo to the body of the Default Email. Would I be correct in saying that you are wanting to use an email signature? If you are then you'd want to email from AccountRight through Microsoft Outlook, which will pick up your existing email signature currently used in Outlook.
Here is a help article that you might find useful: Sending emails using Microsoft Outlook.
Please let us know if you have any further questions.
Hi just came across this issue myself yesterday. Attachments button only works when it'sin your selected preferences option go: Set up/Preferences/Emailing/When Emailing Invoices - choose option.
Cheers, Tania
Hi DJB
Currently, the software only allows you to attach one document with the invoice when sending via email. If you were wanting to send multiple attachments via email, then you'd be looking at switching to Microsoft Outlook. In saying that, this might be a feature that will be available in a future release.
Hi DJB
Thank you for your post.
When emailing an individual sale or purchase by clicking Send To > Email in the transaction (not available for batch emailing), you can attach another document or file to the email. Just click Attach on the Email window and select the additional attachment.
Thank you Jesh. I'm cringeing with embarrassment at how obvious that is!
Hi Jesh, have another one! In the body of the Default Email is it possible to insert your company logo?
Thanks for your previous help. Can I attach more than 1 attachment? Seems to be greyed out
Hi I too need to add a pdf to an invoice (again T&C's) although I have changed the set up preference see image attached there is still no facility to attach a PDF as shown in the example for the solution - help please :)
ok so I'm a dummy I use batch emailing and have worked out how to do this individually using Send Email - duh !!
not such a dummy after all can anyone help with why using Send Email my invoices are not being received by the recipient ?? is that another setting or is it say an issue with outlook
Hi CuttingEdge,
Thank you for your post. I can see by your screenshot that you're sending emails through AccountRight, are the emails appearing as sent in the sent emails window within AccountRight ? If they are, and the recipient are not receiving the emails I would recommend that they add no-reply@myob.com to Outlook or contact their email provider to add the following address as they will need to Whitelist our IP address.
Please do let us know how you go.
