2 years ago
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.
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?
Search the Community Forum for answers or find your topic and get the conversation started!
Find technical support and help for all MYOB products in our online help centre
Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.