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Invoice Emailed out to Customers with no attachments

Experienced Cover User JanineSK
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Invoice Emailed out to Customers with no attachments

Hi

 

I have noticed lately that when an invoice is emailed out to our customers there is no attached PDF of the invoice. How do I ensure that the actual PDF goes out each time a new invoice is sent to customers?

 

Thanks

Janine 

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Ultimate Partner Geoff_
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Re: Invoice Emailed out to Customers with no attachments

Hi @JanineSK

 

Actually what I do and I suppose it defeats the purpose. I scan and then send the invoices out attached to an e-mail. I have just done a whole batch of them this morning

Geoff
Busselton Bookkeeping Service
MYOB Bookkeeping Partner, BAS Service Provider
Phone 08 9754 7680
Experienced Cover User JanineSK
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JanineSK
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Re: Invoice Emailed out to Customers with no attachments

Hi Geoff

 

Thanks for the workaround. I do this for the batch that I sent to myself. However most goes out directly to the customers and I am only aware that they dont receive it if they come and ask. They tend to leave it until I chase payments and use the excuse we did not receive invoices.

 

MYOB should hopefully be able to sort it out as out my other MYOB company does not have this issue.

 

Thanks

Janine

MYOB Moderator Steven_M
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Accepted Solution Solved Solution

Re: Invoice Emailed out to Customers with no attachments

Hi @JanineSK

 

If the company file is stored online and do you have Online emailing enabled AccountRight you can attach a PDF copy of that invoice via:

 

  1. Setup>>Preferences>>Emailing
  2. Ensuring When Emailing Invoices: Include a link to the online invoice and attach a PDF is selected.

By doing this when an invoice is sent the corresponding email will have the necessary PDF copy of that invoice attached.


Do let us know how you get on and if you require further assistance.

Kind regards,
Steven

MYOB Community Support

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Experienced Cover User Jeremy-Martens
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Re: Invoice Emailed out to Customers with no attachments

Hi Steven, 

 

We have been using this functionality for some time, but I have never seen MYOB actually provide a link in the email for viewing the PDF online. Can you help me sort out why this does not happen?

 

Thanks

 

jeremy

 

@Steven_M wrote:

Hi @JanineSK

 

If the company file is stored online and do you have Online emailing enabled AccountRight you can attach a PDF copy of that invoice via:

 

  1. Setup>>Preferences>>Emailing
  2. Ensuring When Emailing Invoices: Include a link to the online invoice and attach a PDF is selected.

By doing this when an invoice is sent the corresponding email will have the necessary PDF copy of that invoice attached.


Do let us know how you get on and if you require further assistance.


 

Experienced Cover User JanineSK
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Re: Invoice Emailed out to Customers with no attachments

Hi Steven

 

I have done that now. Will see if it all works in the next lot of invoicing.

 

Thank you!

 

Janine

MYOB Moderator Steven_M
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Re: Invoice Emailed out to Customers with no attachments

Hi @Jeremy-Martens

 

When the file is stored online with AccountRight 2018 you have the option to use Online Emailing. This will use AccountRight to use the emailing rather than a desktop email program such as Outlook. You can enable this via Setup>>Preferences>>Emailing and selecting Send Emails Using AccountRight. Help Article: Set up AccountRight to send emails would be able to assist with that process.

 

Once you have enabled Online Emailing when you send an invoice to a customer the email will include a link to an online invoice - see below screenshot. When a customer does select to View Invoice they will be able to see an online copy of the invoice. 

 

Attachment2.PNG

 

Kind regards,
Steven

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shekoufeh
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shekoufeh
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Re: Invoice Emailed out to Customers with no attachments

Hi,

 

Thanks for the information. I've got a problem regarding the attachment. When I send it through Print/Email Invoices function, the pdf attachment looks different from the printed invoice template. Hence I have to go to selected invoice's page and send it from the send to section (next to print). 

 

Can you please tell me why it happens?

 

Iris

MYOB Moderator Maxine_BC
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Re: Invoice Emailed out to Customers with no attachments

Hey @shekoufeh,

 

We did experience a forms issue in AccountRight 2019.2 but this has since been resolved in the latest update. Can I confirm if you are using AccountRight 2019.2.1? If so, you can also try Clearing the AccountRight Cache to see if this helps.

 

Let me know how you are going with this.

Cheers,
Maxine

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