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Product Ideas

Email Traceability

2Posts

3Kudos

0Solutions

2 Posts
User

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
Isaiah_C
MYOB Moderator
1,514 Posts
MYOB Moderator

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
Admin
6 Posts
Admin

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:

Screenshot 2023-06-01 at 2.24.29 pm.png

Doreen_P
MYOB Moderator
3,326 Posts
MYOB Moderator

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