Forum Discussion

Clairhowley's avatar
20 hours ago
Solved

AccountRight Attachments

I'm having problems sending invoices & PO's. Email goes through without the attachment. Also, can't save the form to disc. Please can someone assist?

  • you may have to re-create the form,
    The fullstops worked for me on my invoice template, but the orders and quotes templates didn't work, I ended up going back into the invoice template pressing save as and then renaming it to orders and edited from invoice to order


17 Replies

  • go to Setup, customize forms, add a full stop somewhere and hit save, fixed it for me

     

  • Rickh86's avatar
    Rickh86
    Member
    16 hours ago

    yep. I added a fullstop on a line of text and it fixed it

  • you may have to re-create the form,
    The fullstops worked for me on my invoice template, but the orders and quotes templates didn't work, I ended up going back into the invoice template pressing save as and then renaming it to orders and edited from invoice to order


  • Rickh86's avatar
    Rickh86
    Member
    15 hours ago

    in short, find a form that is usable and edit that

     

  • AH1's avatar
    AH1
    Experienced Cover User
    15 hours ago

    Hi Genreve_S​ , a lot of us are having the same issue.

     

    I have modified the form (from Desktop), and it still will not export or attach.  I have also attempted to send (from Browser), it APPEARS to send, but is not being received by the recipient.

  • I had to remove Calibri and replace with arial on my form  - some working others not