Emailing Bill's AE

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Contributing Cover User Sie
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Contributing Cover User
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Emailing Bill's AE

Hi All,

 

So along with my Emailing of Statement's request (enhancement idea), it would also be great if you could email Bill's directly through AE after you have already emailed it once.

Eg. Bill has been emailed through the 'Ready to Print' screen to the wrong email address, you can then not email this again directly.

 

It is something quite common for our practice to receive a phone call or email that they didn't receive one of their bill's or they lost it and they ask for the last 2 or 3 to be emailed through. At the moment you would have to convert them to PDF (numerous ways to do this - all time consuming) to then attach to send as an email. (NOTE: We do not use DM)

 

If from the Bill's tab in AE, there was the ability to select which Bills and then have a 'Send via Email' function, this would be fantastic!

 

Simon

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RohanMcMahon
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Re: Emailing Bill's AE

Can you please advise when MYOB intends to add email fucntionaility to AE? We really need something to be sorted with this.

MYOB Moderator MattN
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MYOB Moderator
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Re: Emailing Bill's AE

Hi @RohanMcMahon

 

Thanks for your post.

 

You can already email bills from Accountants Enterprise (AE) and Accountants Office (AO).

 

Please see the following Knowledge Base article for information on how to set up and use the feature.

 

KB: 36189 : How do I email a bill to a client?

 

 


cheers,

Matt
Product and Technical Specialist
Practice Solutions
MYOB Australia Pty Ltd
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