BJ3's avatar
BJ3
Experienced User
6 months ago
Status:
Open

Do Not Auto Include Attachments with Invoice Email

AccountRight Desktop - We are currently in early access for attachments in sales.

 

I don't think it is a good idea to automatically have all attachments related to a sale emailed with the invoice.

What if someone has uploaded the breakup of the quote and this accidentally gets emailed with the invoice to the customer!!

 

This is almost certainly going to happen when you have multiple staff members, they're in a hurry trying to email an invoice to a customer.  Next minute customer on the blower wanting to know what's going on.

 

My suggestion would be to have the attachments listed with an unchecked "checkbox" so that they can easily be included if needed.

**Also should be able to open the attachment from this email page so you can quickly see what you are about to send.

 

I'm unsure if this happens when emailing sales quotes or orders but happens with invoices.

3 Comments

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    6 months ago

    Hey BJ3​ 

    Thanks for taking the time to share your feedback, it's really valuable and helps us refine and improve the workflow. I've passed your feedback to the team, who will be in contact to discuss further and understand your experience. 

    Feel free to reach out if there's anything else!

  • Paulaosv's avatar
    Paulaosv
    Experienced Cover User
    6 months ago

    I totally agree and that was my first thought when this process was floated.

    It is an ideal place to store customer PO's and data sheets but this will cause invoices to bounce when we email to larger customer portals - they only handle 1 invoice.

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    1 month ago
    Status changed:
    New
    to
    Open

    Hey BJ3

    Thanks for your idea! This was previously posted in our sales attachment EAP space which is why you weren't able to see it after the EAP had closed.

    I've moved it into the MYOB AccountRight Ideas Exchange and we'll be sharing this one with our product teams. The status has been updated to open for other members of the community to vote and add weight to.