Forum Discussion

TrishB1960's avatar
TrishB1960
Member
2 years ago

Attaching a PDF invoice to e-mails in AccountRight

I am trying to find the setting where I can attach a Invoice etc PDF ONLY to e-mails.  It isn't under Setup/Preferences/emailing as that only gives you two options send as a link or send as a link an...
TrishB1960's avatar
TrishB1960
Member
2 years ago

Hello Earl,

 

Thanks for your reply, unfortunately there is no e-mail options when sending an invoice via e-mail.   I'm using Build: 2023.7.1.5 and Product: AccountRight Plus 2023.7.0

 

Cheers

Trish

Earl_HD's avatar
Earl_HD
MYOB Moderator
2 years ago

Hi TrishB1960,

Thanks for confirming. If you are using AccountRight to email, i.e. Setup>>Preferences>>Emailing>>Send Emails using AccountRight is enabled, it would depend on your setup. If you have When Emailing Invoices: Include a link to online invoice and attach a PDF selected in that Emailing tab of the Preferences window it will attach a PDF copy of the invoice. 

Please do let me know how you go on this.
Regards,
Earl

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