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Nicccc's avatar
Nicccc
Experienced Cover User
3 years ago
Solved

emailing invoices

Since moving to online cloud-based AccountRight I have found several issues with emailing invoices to customers:

1 - invoices are sent as links rather than attachments. Some recipients do not like this and insist on a pdf attachment which i have to do manually

2 - the subject line of the emails includes the word "[BULK]" which apparently interferes with some organisations ability to receive the email (due to their security systems) and apart from that looks messy and unprofessional

3 - there does not seem to be any ability for me to see what emails have been sent from MYOB (i.e. in Outlook)

 

Can someone please help with these queries asap?

  • Steven_M's avatar
    Steven_M
    3 years ago

    Hi Nicccc 

     

    Is it all invoices that you are sending or only a certain amount? In addition to that, if you send an invoice to yourself does it have that marker appear? Assuming that value is not appearing on those emails, it would be something that is being added at the recipient's end.

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  • Steven_M's avatar
    Steven_M
    Former Staff
    3 years ago

    Hi Nicccc 

     

    Sounds like you want to go to Setup>>Preferences>>Emailing and reviewing your email settings.

     

    1. If you are wishing to have invoice attachments as a PDF rather than a link you would want to ensure that When Emailing Invoices has the option Include a link to online invoices and attach a PDF selected.

    2. Within the Email Defaults, you want to check that email subject and update accordingly

    3. If Send Emails Using AccountRight is enabled, users can see the information relating to the email such as date, recipients, subject, and what was sent through the Sent Emails option (bottom of the Command Centre).
    • Nicccc's avatar
      Nicccc
      Experienced Cover User
      3 years ago

      Hi Steven

      thank you, that works for the pdf. However the subject line in the email defaults does not include the word

      "[BULK]" but this is what appears for the recipient. Can this be eliminated?

      Nic

      • Steven_M's avatar
        Steven_M
        Former Staff
        3 years ago

        Hi Nicccc 

         

        Is it all invoices that you are sending or only a certain amount? In addition to that, if you send an invoice to yourself does it have that marker appear? Assuming that value is not appearing on those emails, it would be something that is being added at the recipient's end.