Forum Discussion

Gabi1277's avatar
Gabi1277
Member
9 hours ago

How to establish a default/automatic PDF attachment when emailing from MYOB Business

When sending invoices can there be an option to attach a file automatically. It would be good if the invoices can get sent with the insurances attached automatically.
Princess_R's avatar
Princess_R
MYOB Moderator
8 hours ago

Hi Gabi1277,

 

Automating insurance documents with invoices would definitely be a great time-saver and help make sure nothing is missed. At the moment, there's no permanent setting to automatically attach a PDF to every email, so you’ll need to manually select the document for each invoice. If you’d like to see this added in a future update, I’d recommend posting the idea on our Ideas Board so other users can vote and show their support.

 

Cheers,

Princess

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