msadventourist
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Joined 13 years ago
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Re: MYOB Invoices (app): Ability to record quotes
Yes we would very much like to be able to quote through On the Go! Also frustrated because even when online in Accountright Live, you can select the right template to print a Quote - but if you try to save it/send to disk as a pdf it automatically selects the client's default invoice template. And I believe the same happens when you try to email a Quote. Very timeconsuming having to print in hard copy, then scan, in order to email to the client. Or if there is a way to do this then can someone please tell me???3.4KViews0likes0CommentsRe: when entering a quote and sending to disc i cannot change the form that it is saved to as you can when emailing or printing
I am having the same problem!! Can anyone advise? I cannot even figure out how to save the quote as a pdf as it keeps reverting to the Invoice template.3.2KViews0likes0CommentsMYOB Invoices (app): Option to add attachment to emails
While it is great to have the facility to generate and email invoices anytime via OnTheGo, it would be even more useful to be able to include an attachment when sending the email. When services are delivered out in the field (e.g. by tradesperson at a rental property or site remote from a client's main office), it is often necessary to include with the invoice a document signed by an on-site representative verifying that the work was completed. The inability to attach the document with the invoice essentially means we cannot send invoices "OnTheGo" but have to go back to the office to do this. "OnTheGo needs to be able to email attachment with invoices"2.5KViews0likes2Comments