Partner Zone

Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Sales: Preview invoice before emailing

1Posts

38Kudos

0Solutions

1 Post
User

I always preview my invoices and quotes before printing them but as we are becoming more digital and paperless, it would be great to be able to preview invoices and quotes before emailing to customers.

 

"Add a preview buttom to emailing invoices and quotes like the printing option has"

Current Status: Done
Last Changed: March

Hi Everyone


Using the AccountRight browser interface users have the option to preview the invoice before emailing. This is using the Preview button on the Email invoice popup.

 

An alternative approach, which could be used if you are using the AccountRIght Desktop application, select to view the PDF of the invoice from the Edit Sales window (Print>>Preview or Send to>>Disk).

2 Comments
Project-Z
Experienced User
18 Posts
Experienced User

This is actually a great idea, but MYOB need to fix the issue of only some emails being sent first...

Steven_M
45,180 Posts
Former Staff

Hi Everyone


Using the AccountRight browser interface users have the option to preview the invoice before emailing. This is using the Preview button on the Email invoice popup.

 

An alternative approach, which could be used if you are using the AccountRIght Desktop application, select to view the PDF of the invoice from the Edit Sales window (Print>>Preview or Send to>>Disk).