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Removing the date from the PDF attachment to a customer

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NickRyan
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NickRyan

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Removing the date from the PDF attachment to a customer

Hi, my first ever post, i have been getting on OKAY so far.

 

My customer recieves the PDF file with the heading as shown in the attachment, he says it cuases a problem his end with the date included and wishes for me to change the attachment subject to JUST the inv number.

 

I have been looking to edit this but cannot find any way of doing so.

 

Can anyone help please?

 

Customer just wants this below to read IV00000000237.pdf

ScreenHunter_838 Apr. 15 22.07.jpg

Kind regards, Nick

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MYOB Moderator Neil_M
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MYOB Moderator
Neil_M
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Re: Removing the date from the PDF attachment to a customer

Hi @NickRyan 

 

When AccountRight and MYOB Essentials generate the PDFs as part of the invoice generating process, the names of those pdfs are generated automatically, its notable to be directly influenced.

 

If you wanted the PDF to show a specific file name, such as just the invoice number you would either need to send the invoice to yourself, download it and change the file name before resending it to the client or alternatively print the invoice off using a pdf printer. This would allow you to set the name of the pdf before manually emailing it to your client

Regards,
Neil

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