Forum Discussion

MYOBuser25's avatar
MYOBuser25
Experienced Cover User
19 hours ago

Invoices sent through AccountRight missing info

We recently switched from sending invoices through our own email to sending through AccountRight.  This morning we received an email from a customer advising that our bank account details are missing from the invoice.  When I checked the online invoice I found that the formatting has changed from our normal invoice! A couple of text lines at the bottom are overlapping each other and the bank account number is not showing at all.

I have turned off the option to email through AccountRight and resent the invoice. This time it has sent correctly so the problem is definitely connected to sending via AccountRight.

Pointless using MYOB for sending invoices if it's going to lose info :(

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    18 hours ago

    Hi MYOBuser25,  

     

    Thanks for sharing the issue with your email format. I can understand why you'd switch back to your own email after the bank details were missing.

     

    To check whether the invoice form is causing the layout issue:

    1. Check which invoice form is selected for emailing and preview it.
    2. Try sending with a standard invoice form.
    3. If that looks right, check the custom form’s page setup and the position of the footer and bank details.

    Personalising invoices has steps for customising AccountRight forms. If that doesn't fix the formatting issue, I recommend contacting our support team so they can help.


    Regards,
    Genreve

Looking for something else?

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

Community home