Hi,
Thanks but still not sure what this means. What are all attachments? The PDF invoice and??
We receive orders from customers, we enter them into MYOB. What is it going to try and send in addition to the invoice? Is it going to try and find Quotes as resend them as well? What else? Zero clue what this means but keen to find out before it starts sending random, unwanted files to customers.
"By default, all documents attached to a sales transaction will be included if you email the sale"
Is anyone able to explain what this function actually means.
If I email an invoice, what else will it be attaching?
Suggestion to MYOB. Think first. Not all of your customers are tradies working from a van who need immediate payment. Many are larger businesses supplying to customers on terms, and we just need what we had.
Yep (from my experience) all attachments including the PDF invoice you are trying to email will be attached. If you upload it into the invoice it automatically attaches to the email. To un-attach you have to (remember to) click on the X next to the attachment name every time you go to send.
If you look at the screenshot I put on previously you will see that the attachment called "Triple 888 Flashing" automatically attached itself.
My suggestions would be that the attachment is listed there with an unchecked checkbox so it can be ticked easily if you want it to go but not be ticked by default.
Thanks. I just saw your attachment image. Maybe I'm missing something but where was that file for it to attach itself?
You mention it was uploaded into the invoice. Is this something you do, or is MYOB pulling files from elsewhere?
I know you can add attachments to a bill (we don't) but I'm confused with how the attachments that are mentioned are linked to sales invoices.
You might not find it on your build yet. We are in Early Access for this feature. I don't think it's been released yet.
See a few screenshots below
