Forum Discussion

ShellyMac's avatar
ShellyMac
Experienced User
4 years ago

Emailing Invoices & Quotes

I have sent an invoice to a customer by email one month ago as he wanted to get a rought idea the cost of his repairs, since then the invoice has had extra items added to it and some items have been ...
  • Komal_S's avatar
    Komal_S
    4 years ago

    Hi ShellyMac 

     

    If you're using the online emailing function of AccountRight, the invoice link sent to the client will update every time some changes are made in the actual invoice.

     

    If you want to retain a copy of the individual email as well as the one with changes, it will be recommended to turn off the online emailing function and send emails using Outlook instead. It can be enabled by unticking "Send emails using AccountRight" under Setup>>Preferences>>Emailing. 

     

    Let us know if you have more questions on this.

Komal_S's avatar
Komal_S
MYOB Staff
4 years ago

Hi ShellyMac 

 

If you're using the online emailing function of AccountRight, the invoice link sent to the client will update every time some changes are made in the actual invoice.

 

If you want to retain a copy of the individual email as well as the one with changes, it will be recommended to turn off the online emailing function and send emails using Outlook instead. It can be enabled by unticking "Send emails using AccountRight" under Setup>>Preferences>>Emailing. 

 

Let us know if you have more questions on this.

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.