Forum Discussion

DJB's avatar
DJB
Experienced User
5 years ago

Adding attachments to MYOB emails

Can I add a separate PDF document to my Default Invoice Email?  For e.g. a copy of our Terms & Conditions? Look forward to a response. Thank you
Invoices
  • Jesh_D's avatar
    Jesh_D
    5 years ago

    Hi DJB 

     

    Thank you for your post.

     

    When emailing an individual sale or purchase by clicking Send To > Email in the transaction (not available for batch emailing), you can attach another document or file to the email. Just click Attach on the Email window and select the additional attachment.

     

    Attach to email

     

    Please let us know how you get on and if you require further assistance. 

DJB's avatar
DJB
Experienced User

Hi Jesh, have another one! In the body of the Default Email is it possible to insert your company logo?

Jesh_D's avatar
Jesh_D
Former Staff
5 years ago

Hi DJB 

 

Thank you for your reply. 

 

 

Currently, there is no direct way of adding a company logo to the body of the Default Email. Would I be correct in saying that you are wanting to use an email signature? If you are then you'd want to email from AccountRight through Microsoft Outlook, which will pick up your existing email signature currently used in Outlook. 

 

Here is a help article that you might find useful: Sending emails using Microsoft Outlook.

 

Please let us know if you have any further questions.

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