Forum Discussion

EffMass's avatar
EffMass
Contributing User
3 months ago
Solved

Invoice PDF filename

Is there a way to change the name of the pdf invoice file? It's not user friendly/descriptive for customers.

  • Jay-Solo's avatar
    Jay-Solo
    3 months ago

    Hey there EffMass​ - thanks for reaching out!

    While this is not quite possible in Solo currently, it's a fantastic idea! Were you thinking a fully customisable invoice name, or something more streamlined than the current system?

     

    PS - we might move this over to our Share Your Ideas​ board so other Solmates can upvote and comment on the idea, but we'll definitely make sure this gets across to our Product and Design teams. 🙌

3 Replies

  • Jay-Solo's avatar
    Jay-Solo
    MYOB Staff
    3 months ago

    Hey there EffMass​ - thanks for reaching out!

    While this is not quite possible in Solo currently, it's a fantastic idea! Were you thinking a fully customisable invoice name, or something more streamlined than the current system?

     

    PS - we might move this over to our Share Your Ideas​ board so other Solmates can upvote and comment on the idea, but we'll definitely make sure this gets across to our Product and Design teams. 🙌

  • This reply was moved to another post
  • EffMass's avatar
    EffMass
    Contributing User
    2 months ago

    I think your comment is misleading as, unless MYOB has implemented a change, you CANNOT customize the PDF filename within SOLO and your comment implies otherwise.  To keep my customer happy, I now initially send their invoice to my own email, rename the file and then send it to the customer.

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