Forum Discussion

Eclipse1

Experienced User

2 years ago

Retaining a pdf invoice as an attachment in sales

Earl_HD

MYOB Moderator

2 years ago

Hi Eclipse1

Thank you so much for your post. In your AccountRight you'll need to Go to Setup>Preferences>Emailing>>Send EMails using AccountRight>>When Emailing invoices: Include a link to an online invoice and attach a PDF (please note there are two options, select the second one from the drop down).

Please do let me know how you go.
Regards,
Earl

Eclipse1
Experienced User
2 years ago
Unfortunately this is not the solution I am looking for - as I mentioned, if I attached my own invoice, it still attaches the system invoice which does not look as we need it to. I am looking for a way to attach the invoice and make it the system invoice - like you can in the creditors (the ability to attach)
- Leneth_A
  Former Staff
  2 years ago
  Hi Eclipse1
  
  Thanks for the update. Sorry to see that no one has replied to you yet.
  
  In this matter, if you are referring to In Tray it's only available for Purchases. As of now, we don't have the feature in AccountRight to
  attach a document to invoices.
  
  I would suggest posting these functions that you would like to see implemented into the system on our AccountRight Idea Exchange Board.
  
  Please don't hesitate to post again if you need help in the future.
  
  If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
  
  Cheers,
  Leneth