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Product Ideas

Sales: In Tray - Attach documents

Experienced User

12Posts

42Kudos

0Solutions

12 Posts
Experienced User
New
New

I'm a new user to MYOB and have the new version of MYOB Essentials.  When creating an invoice it would be great if I could attach my own document to the invoice, a document not to be sent to the client, just retained on the customer file.

 

"Create Invoice"

12 Comments
SanMow
1 Post
User

I am having the same issue with a client who requires their purchase order number on the invoice. I have been adding "p/o #####" to my recurring invoice in the transaction line hoping I'll remember to add it when I enter invoice.

BronwynatDR
4 Posts
User

Please include a feature to attach PDF to Invoices - This is particularly useful to attach RCIP created tax invoices, sales orders, design documents, part payment receipts etc