Forum Discussion

Kaye_H's avatar
Kaye_H
Experienced Cover User
8 months ago

Invoice attachments disappearing

My client attaches supporting documentation to her invoice (by dragging and dropping them to the attachments box at the bottom of the invoice), then emails it all to the client.  After the invoice ha...
  • Doreen_P's avatar
    Doreen_P
    7 months ago

    Hi BEYBALLOON,

     

    Thanks for your post, and welcome to the MYOB Community Forum.

     

    I would recommend attaching the documents once only to avoid any duplication. When an invoice has been created and you will need to attach documents, you can attach those documents after clicking the 'Email invoice'. This way, the duplicate process has already been avoided, and those attachments will not disappear after being sent to the recipient.

     

    Feel free to post again anytime if you require further assistance. 
     
    If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

     

    Best regards,

    Doreen

Doreen_P's avatar
Doreen_P
MYOB Moderator

Hi Kaye_H,

 

Thanks for your post.

 

If the attached document from the invoice disappears once it has been sent to your clients, kindly follow the steps provided below to correct the situation.

 

  • Create and fill out the needed details for the invoice.
  • Click Email Invoice.
  • A new window appears with the recipient's email address and other details, attach the document from there.
  • Click Send.

Once sent, the document will be attached to the email.

 

Feel free to post again anytime if you require further assistance. 
 
If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

 

Best regards,

Doreen

BEYBALLOON's avatar
BEYBALLOON
Contributing User
7 months ago

I understand what you are suggesting but this means we are having to load the attachements twice - what's the point of attaching them to the invoice when it's created - duplicate process 

 

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    7 months ago

    Hi BEYBALLOON,

     

    Thanks for your post, and welcome to the MYOB Community Forum.

     

    I would recommend attaching the documents once only to avoid any duplication. When an invoice has been created and you will need to attach documents, you can attach those documents after clicking the 'Email invoice'. This way, the duplicate process has already been avoided, and those attachments will not disappear after being sent to the recipient.

     

    Feel free to post again anytime if you require further assistance. 
     
    If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

     

    Best regards,

    Doreen

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