Attachments when sending invoices
Hi, I need help with 2 things: When I am sending an invoice, i dont attach a photo in the attachment area (on the invoicing page) but I do when I click "Email Invoice" a pop up appears where y...
Forum Discussion
Hi CleanQ,
Files added in the Email Invoice pop-up don’t stay with the invoice, so re-sending means re-attaching. There’s no default/automatic PDF attachment when emailing from MYOB Business. If you think this will be beneficial on your business, I would recommend posting this suggestion on our ideas board for feature consideration. For the invoice photo some recipients can’t see, I suggest checking if their recipient settings match the folks who can. Then after this, hit the “View invoice” link to see the online version where attachments show as PDFs don’t get attached directly from MYOB Business emails. If needed, quick workaround: attach the PDF in the email window, send it, then hop back into the invoice and reattach the docs. Bit manual, but it’ll make sure everyone sees what they need.
Cheers,
Shella
