Forum Discussion

designerpave1's avatar
designerpave1
Experienced User
4 months ago

Fully automated statement sending

Is there a way you can set for MYOB to send fully automated statements like the unpaid invoice summaries with PDF attached and online link
Shella_A's avatar
Shella_A
MYOB Moderator
4 months ago

Hi designerpave1,

 

Thanks for checking in! Fully automated statements with a PDF attachment aren’t supported in MYOB. Statements are sent via the manual Print/Email Statements workflow in AccountRight. The automated option we do have is unpaid invoice summaries, which send an email with an online link to view what’s owing (no PDF attachment by default). If you think this would help other businesses, feel free to pop it on our ideas board for future consideration by the product team.

 

 

Cheers,
Shella

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.