Chellie22051's avatar
Chellie22051
Experienced User
8 months ago
Status:
Open

Attach document to Sales Invoice/Quotes

the ability to attached a docket or document to a Sales invoice prior to emailing it would be beneficial, saving alot of time as our customers would like copies of their dockets.

8 Comments

  • H-TS's avatar
    H-TS
    Trusted User
    8 months ago

    We can already attach one document when emailing an invoice (to be sent with the invoice) although not on the MYOB copy of the invoice. It would also be helpful to attach multiple documents to the email being sent.

  • Ryan-C's avatar
    Ryan-C
    Experienced Cover User
    3 months ago

    I requested this in 2018 - 2019. Be good to see some movement at the station

  • Status changed:
    New
    to
    Open

    Hey Chellie22051

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status for other members of our community to vote and add weight to your idea!

  • Agree, also we need to have the attached files like in Purchase so we can upload relevant documents with invoice i.e agreement, SOW, PO. Very convenient while being audited. 

  • LPPM's avatar
    LPPM
    Contributing User
    5 months ago

    I agree, we would like to attach a signed delivery docket to a sales invoice. The purchase attachment option is great as all the document pertaining to that purchase are in one place. Please make this happen soon.. This feature is definatly needed in MYOB Accountright.

  • I agree - would love to be able to attach documents to Sales Invoices.

  • This is a great idea, can't understand why it still has not been added since it seems to be a popular request and from what I can see has been requested from at least 8 years ago!  What is honestly taking so long!  I also requested the ability to use colour font on purchases and invoices, this was back in 2013!!!  Another idea that never seems to get actioned!  :(