Forum Discussion

topnorth's avatar
topnorth
Member
10 months ago

Emailed Sales Invoices

Before the online payment verification process, I used to be able to email sales invoices to my customers so that they could print it off.  Now with the secure payment option, there seems to be no at...
FionaS23's avatar
FionaS23
Contributing User
9 months ago

we have not upgraded to the secure Invoicing, but I was able to print & download Invoices yesterday but today I have gone to print an invoice and save it to file to email it, but MYOB is telling me I don't have permission to access the page and to contact my administrator. 

Princess_R's avatar
Princess_R
MYOB Moderator
9 months ago

Hi FionaS23,

 

If sending invoices via email or SMS isn't quite hitting the mark for you, it's probably due to secure invoicing features. However, if you're just downloading and manually emailing them, you shouldn't be having any issues. That error message you've got could be related to roles and permissions, and your admin should be able to sort that out. Also, don't forget to clear your AccountRight cache before you double-check your permissions to access invoices. If you're still stuck, you can always hop on live chat with our virtual assistant MOCA or create a support ticket through MyAccount.

 

Cheers,

Princess

  • FionaS23's avatar
    FionaS23
    Contributing User
    9 months ago

    Hi Princess,

     

    I have full access, but I think it is because of the secure invoicing. I am able to go through the desktop and print & save it as a PDF. That is the only way I am able to do it now. I am unable to print or download from the browser version of MYOB. Very annoying that MYOB are now forcing us to use this secure invoicing.

    • Genreve_S's avatar
      Genreve_S
      MYOB Moderator
      9 months ago

      Hi FionaS23,

       

      Thanks for the added info. Since the error message indicates that the issue is related to user access instead of secure invoicing, it's best to go through the virtual assistant MOCA or go with the support ticket route in MyAccount to resolve it.

       

      Regards,
      Genreve

      • FionaS23's avatar
        FionaS23
        Contributing User
        9 months ago

        I have just spoken to someone in the account right team & they have informed me that Yes, upgrading to secure invoicing is necessary to regain the ability to print and download invoices in AccountRight. nothing to do with user access

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