Harry_Singh's avatar
Harry_Singh
User
2 years ago
Status:
Done

Email Traceability

can you please enter a option to prove if possible , that some has sent him an email with invoice or quote, 

now we sent invoices and people pretend they have not received it, 

3 Comments

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  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    12 months ago

    Hi Harry_Singh 

     

    Thank you for the post and welcome to Community Forum! We really appreciate your suggestion; we will refer this to our developer team. You can also try to send an online invoice link to make sure that they have received the invoice. The help article, Sending an online invoice link to a customer, has detailed information and instructions to assist with this.

     

     

    Please let me know if you need further help.

     

    Kind regards,

    Sai

     

  • Shoaib1's avatar
    Shoaib1
    Admin
    12 months ago

    Hi Harry, 

     

    You can email yourself a copy of the invoice or quote to ensure you have traceability of what you sent and when you sent it. 

     

    You will have access to the invoice and quotes in your email provider's inbox.

     

    Here is a screenshot of how you can do this:

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    12 months ago

    Hi Harry_Singh 

     

    Thanks for your post.

     

    Since Isaiah_C and Shoaib1 already provided you further information and option on how to make sure that your customer and/or client will receive their invoice, if they resolution provided by them answered your enquiry, please don't hesitate to click the "Accept as Solution". Let us know if you need further assistance.

     

    Best regards,

    Doreen