I need to add supporting evidence as a 2nd page of customer invoice pdf not an attachment.
The company I am dealing with do not want to accept 2 pdfs in the invoice email. They want the supporting documents (which are locked for editing pdf's) to be included as a 2nd page in the invoice pdf. I have no idea how to do this within MYOB. I can use adobe to edit the invoice, but this is just going to waste my time. Is there a way this can be done in MYOB?
Please help.
Hi Lisa5,
In MYOB there isn’t a feature to merge a separate supporting PDF into the invoice PDF as page 2 when sending. The supported option is to send the invoice as the main PDF and attach the supporting document as a separate file. So if the company you’re invoicing won’t accept 2 PDFs in the email, MYOB won’t be able to combine those locked supporting documents into the same invoice PDF automatically. In that case, the only workaround would be to manually combine them outside of MYOB before sending. Just as a heads-up, MYOB can place Terms & Conditions onto a second page in some browser-based invoice templates, but that applies to text added in the template, not to separate supporting PDF files.
Regards,
Sai
Hi Sai,
I need to add terms & conditions to the sales invoice template to one of my clients - this will be page 2.
Do I understand that to do this I add the txt to the template? I cant just add the T & C's as an attachment?
Thanks
Grace
Hi GraceB,
Thanks for checking. If you want the terms and conditions to show as page 2 of the invoice PDF, you’d add them in the invoice template. An attachment is a separate file sent with the email, so it wouldn’t become the second page of the invoice itself. So yes, if the goal is for your client to see the T&Cs as part of the invoice PDF, updating the template is the way to go. This guide steps you through how to set that up: Customising invoices
Regards,
Sai
