Invoice with Attachments
Hi we attached our service report to our sales invoices, when checking the attachment hasn't emailed. Should the attachment send with the invoice? See below for image.
Forum Discussion
Hi NWLTSDD,
Thank you for your post. I'd like to extend you a warm welcome to the community forum. I hope you find it a valuable resource.
In MYOB Business/Essentials, it'll allow you to attach documents to emailing invoices by going to Invoices >> Select the chosen invoice >> Select the email button. At the bottom of the send to customer window (under the message) is the option to add or upload the attachments. You can then select the attachment to send along with the invoice.
If you've processed this when you send the invoice, the attachment will be included once the customer receives the invoice. To make sure, you can try to send the invoice along with the attachments to your personal email. Once the email is successfully sent, an attachment should be included with the invoice.
Please let me know if you require any further assistance with this. I'm happy to assist.
Cheers,
Princess
Thank you, l already do this.
if you check up the post you will that Shaz has attached a screenshot.
what is the point if being able to attach documents to a sales invoice when creating the invoice?
Hi. I too am having trouble attaching a PDF to an Invoice. It shows up on MYOB as being attached but the customer cant see it. I am using MYOB Essentials.
Hi UpWrite,
Thank you for your post and welcome to the Community Forum.
In this regard, when the customer receives the invoice, the attachment will be present if you processed it when you sent the invoice. You might try sending the invoice and any attachments to your email to check if you will receive the invoice. Once the has been sent properly, the invoice should have an attachment.
You can attach documents to emailing invoices by going to Invoices >> Select the Chosen Invoice >> Select the email button. At the bottom of the send to customer window under the message is the option to add or upload the attachments. You can then select the attachment to send along with the invoice.
I hope this helps. If you need further assistance, please feel free to post again. We are happy to assist.If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.
Kind Regards,
Cel
