Midweek's avatar
4 years ago
Status:
Done

Sales: Preview invoice before emailing

I always preview my invoices and quotes before printing them but as we are becoming more digital and paperless, it would be great to be able to preview invoices and quotes before emailing to customers.

 

"Add a preview buttom to emailing invoices and quotes like the printing option has"

2 Comments

  • Project-Z's avatar
    Project-Z
    Experienced User

    This is actually a great idea, but MYOB need to fix the issue of only some emails being sent first...

  • Status changed:
    New
    to
    Done

    Hi Everyone


    Using the AccountRight browser interface users have the option to preview the invoice before emailing. This is using the Preview button on the Email invoice popup.

     

    An alternative approach, which could be used if you are using the AccountRIght Desktop application, select to view the PDF of the invoice from the Edit Sales window (Print>>Preview or Send to>>Disk).