Attachments auto-included when emailing a sale??

Hi Adrian

Clarification 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

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

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. 

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