Forum Discussion

TheRob's avatar
TheRob
Trusted User
1 year ago
Solved

Can I include online payment as an option for invoices sent via Outlook?

Most of our invoices are sent with one or more attachments and sometimes custom email wording, hence use the menu path Send To>Email to send them via Outlook with custom text and attachments and a copy in our Sent folder. 

 

When MYOB first introduced online payments, we could not use it with Outlook, nor could we exclude BPay. Now it seems we can exclude BPay but I am unable to find out if we can still use Outlook to send the covering email with attachments. Can anyone tell me if that's now possible, and if so how?

 

Rob

  • I contacted MYOB and they confirmed I could. I've now set it up and it works

2 Replies

  • TheRob's avatar
    TheRob
    Trusted User
    1 year ago

    Adding one more question. If I send sales invoices to my customer using MYOB's email server, I know I can see the text of what I sent, but will it also give me the ability to see the Attachment I added?

  • TheRob's avatar
    TheRob
    Trusted User
    1 year ago

    I contacted MYOB and they confirmed I could. I've now set it up and it works

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