Hi, From the "Coming Soon" section of todays update. Does anyone know what this actually means? Attachments auto-included when emailing a saleBy default, all documents attached to a sales transaction will be included if you email the sale – but you can remove them if you like. I was and remain traumatised with the "by default" changes as part of the secure invoicing (aka payment gateway) deceit and am wondering what this statement really means? Does "emailing the sale" mean emailing an invoice, proforma or similar? If so, what will also be emailed "by default"?

Hi DJMX5 - thanks for your question about the new sales attachment feature. When it arrives, you'll be able to attach documents to your invoices, quotes and sales orders. This might include price lists, promotional material or any other document that relates to the sale. You've been able to attach documents to supplier bill transactions for a while, so this will allow the same functionality with your sales transactions. If you have attached documents to a sale, when you email that sale the attached documents will also be attached to the email. But if you don't want to include an attachment, you can remove it. I hope this clarifies things a little! Adrian

The above talks about other files (actually all files related to a sale) being added by default. Not sure what those other files could be, hence the question. When we email an invoice, statement, quote or proforma, we only wants that single PDF sent, not anything else being added by default. Please confirm. Also, when we email invoices and statements in bulk (out of MYOB but through Outlook), we need to know there are no surprise attachments. As we don't see that email unless we check the Sent Items folder in Outlook. And it's too late then to remove them as the release notes suggest. Can you clarify please.

Adrian,That's exactly what it means. We are on early access and I was just about to email an invoice. The attached document is marked to email automatically unless "X" is clicked.In this case it is only a drawing but I recon this is asking for trouble when the breakup of a quote is accidentally emailed with the invoice to the customer. I noticed it but other staff probably won't. I have just put in a feature request if you want to put a vote on it.Do Not Auto Include Attachments with Invoice Email | MYOB Community

Hi AdrianClarification is yes - currently, by default, all attachments are included (unless removed by clicking the X), when emailing, using the "send to" function inside the invoice. Don't know yet what happens when bulk emailing in other ways like you have stated. BJ

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.

Forum Discussion

DJMX5

Experienced Cover User

4 months ago

Attachments auto-included when emailing a sale??

Hi,

From the "Coming Soon" section of todays update. Does anyone know what this actually means?

Attachments auto-included when emailing a sale
By default, all documents attached to a sales transaction will be included if you email the sale – but you can remove them if you like.

I was and remain traumatised with the "by default" changes as part of the secure invoicing (aka payment gateway) deceit and am wondering what this statement really means?

Does "emailing the sale" mean emailing an invoice, proforma or similar? If so, what will also be emailed "by default"?

14 Replies

Brody_M
Experienced User
10 days ago
Looks like this is the default setting.

Did you manage to find a solution, we are using it to upload the warehouse information and would prefer not to automatically send to the customer with their invoice.
BJ3
Experienced User
10 days ago
Nope. Nothing's been done.
My thoughts are:
-Don't have attachments auto email with the invoice. Have a checkbox next to them so you can tick them to include if you want.
-Allow each one to be opened when clicked on so you can see what you are about to send without having to cancel and go to "Attachments" and then go back to email and then click the red X to remove.
Brody_M
Experienced User
10 days ago
I agree.

Default option should be off, and you can turn on if needed.

I can't seem to find the link you posted to vote. It just takes me to the main page.
BJ3
Experienced User
10 days ago
I can't find it either. Might have been deleted??

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Forum Discussion

Attachments auto-included when emailing a sale??

14 Replies

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