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.
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
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.
Yep (from my experience) all attachments including the PDF invoice you are trying to email will be attached. If you upload it into the invoice it automatically attaches to the email. To un-attach you have to (remember to) click on the X next to the attachment name every time you go to send.
If you look at the screenshot I put on previously you will see that the attachment called "Triple 888 Flashing" automatically attached itself.
My suggestions would be that the attachment is listed there with an unchecked checkbox so it can be ticked easily if you want it to go but not be ticked by default.
