Forum Discussion

smileykylie1982's avatar
smileykylie1982
Trusted User
16 days ago
Solved

Invoice PDF attachments

Hello,

 

Is there any way to make PDFs included by default when invoices are sent to customers?

 

I am certain the PDF option was previously "sticky" so it retained whatever was selected last time, and I had it turned on, but perhaps a recent update has changed this behaviour?

 

One of my customers has complained this morning that they did not receive a PDF invoice, so after I had a look I discovered the PDF option was not checked when I used the share function, when previously it was.

 

It is just a small thing, but it is something else I'll need to remember to do each time I send invoices out. A lot of my larger clients have automated systems that only look for PDF attachments and don't know how to click buttons in emails to retrieve invoices.

 

Thanks,

 

Kylie.

Invoices
  • Genreve_S's avatar
    Genreve_S
    16 days ago

    Hi smileykylie1982, 

     

    There’s no way to set the PDF option as default when sending invoices, but I get why a lot of people would want that feature. It’s a great idea! I’d recommend chucking it up on the Ideas Exchange board so others can vote for it and hopefully see it in a future update.

     

    Regards,

    Genreve

9 Replies

  • lightningcomms's avatar
    lightningcomms
    13 days ago

    This is hugely frustrating.  This was able to be set as a permanent setting, and this has now been removed.  I have to remember to now click this box every time, as who in this day and age wants to click on a link they are emailed to view an invoice with added security issues.  I have had so many clients email about this before I realised it had changed.  Hopefully this is reverted back MYOB....

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    16 days ago

    Hi smileykylie1982, 

     

    There’s no way to set the PDF option as default when sending invoices, but I get why a lot of people would want that feature. It’s a great idea! I’d recommend chucking it up on the Ideas Exchange board so others can vote for it and hopefully see it in a future update.

     

    Regards,

    Genreve

    • smileykylie1982's avatar
      smileykylie1982
      Trusted User
      16 days ago

      I'll do that, but what I find interesting is that I've never had to check the option before and it was always turned on previously.

      • RachaelB85's avatar
        RachaelB85
        14 days ago

        Same has happened to me and I've had several of our customers complain - very annoying!

    • Kelvin174's avatar
      Kelvin174
      Experienced Cover User
      12 days ago

      I agree, it is a great idea. That's why it was a feature previously. If you're able to turn the feature off, surely it's a quick fix to turn the feature back on again. Could you please advise when this is likely to be done, as it's a massive inconvenience to have to remember to tick that box on every single invoice we send out. I get that MYOB is trying to push customers to the online payment service that they collect fees from, but surely you can't be doing that at the cost our (your customer's) reputation. 

      • Shella_A's avatar
        Shella_A
        MYOB Moderator
        12 days ago

        Hi studiocom,

         

        Losing handy features like auto-attaching PDFs to emails can be a pain, especially since heaps of folks rely on it. If you want it back, chuck your vote on the post here; every vote highlights how much this functionality matters. With regards to the permanent discount, which is automatically applied to customer invoices, this feature isn’t available in MYOB Business. I’d recommend posting it on the ideas exchange board so others can vote for it and hopefully see it in a future update. 

         

         

        Regards,

        Shella

  • studiocom's avatar
    studiocom
    12 days ago

    There was definitely an option to set the PDF option as default as I've been doing it this way for a long time, it stopped working somewhere around 17/6/25 and now I have to check the box for every single invoice, so frustrating!!!!  Please fix this ASAP MYOB!  

    While you're at it, please enable a way to give customers a permanent discount that automatically applies in invoices, I was able to do this in MYOB AccountEdge 20 years ago!

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.