It would be really handy to have a pdf at the end of the each line that shows the invoice or statement or pay advice that has been attached to the email. If the invoice is changed after the time the...
Would be beneficial to be able verify that attachments have been included when viewing sent emails via MYOB for Invoices and Quotes ie. view all activity option.
Would also be beneficial if quotes could be tracked in 'view all activity' also.
Ready to switch back to sending emails via outlook to be able to FULLY track all docs sent to customers because not enough tracking information for attachments sent with Invoices and Quotations.
HI
In AccountRight you can add an attachment to an Invoice when emailing it to a client. What would be fantastic is to be able to View the attachement afterwards.
A good example of this is client who specialises in Homekill butchery gets a document from their client on how they want the processing done. They will then attach a copy of the document to the email to the client.
When reviewing the invoice it would greatly improve the workflow to be able to view the emailed attachement.I agree we have to add certificates and it would be so helpful if i could few these in the same place as the invoices.
