Is there anyway of turning off the detail of Invoice Summary showing in full on the new email layout which presents direct on the emailed page to the client rather than just the pdf or view click through to invoice which is preferred please?
yes – I confirmed with myob during my phone call that the only way to email a receipt to a client is to print it as a PDF and send it through one's own email server – there is no automated capacity through myob as per the case with invoices.
Which is a backward step as previously you could "Customize" an invoice template to show a Zero balance once payment was received and then email direct that customized template to the client using what I had listed as a Receipt template
with the attached pdf being
But now as you and the other person have pointed out that $409.56 balance shows on the email if sent out via MYOB and is giving the impression that the balance is still due! Which is highly confusing and wrong!!
Hey DeborahBurns Copycat BofB ABS66
We've raised your feedback to our teams and have made the following changes:
In terms of the issue with how the customer email displays, as shown by DeborahBurns we've found the issue to be with invoice emails opened in a classic version of Microsoft Outlook. This issue does not exist with all webmail, newer outlook apps and mobile apps. We are currently investigating this further.
Thank you all for taking the time to share your feedback. If you have any further questions, feel free to reach out.
Agree, need to remove this "email summary" from the body of the email urgently!!!
same, what a joke
Hey tim999991
Our new Ideas Exchange has gone live, I've gone ahead and reposted your idea for removing the "Invoice Summary" section over there if you'd like to go over and vote! Our improved feedback loop ensures that your ideas, votes and comments are seen by our product teams.
