Emails through MYOB
Good morning all. I have two questions:
1) Is there a way to see what the contents of your e-mail message was if you sent an Invoice through MYOB. As far as I can tell you can only see whether the Invoice was sent and delivered. Hard to keep track of a conversation if the message was not just the default, for instance a note on a replacement or amended Invoice, or anything else regarding the Invoice.
2) When you look at the e-mails sent report, you can click on the Invoice at the last column and then it will open the Invoice that you sent, but you can't do that with statements? I wanted to check on a few occasions to see what the customer received and couldn't do that.
Hi Mathilda
If you're using online payments and therefore send emails directly using AccountRight, the contents of the e-mail messages cannot be seen and you have to open the invoice from the Sent Emails tab. It is also true that the statements cannot be opened in a similar fashion.
If you do not use online payments, you can switch to emailing using Outlook by unticking "Send emails using AccountRight" under Setup>>Preferences>>Emailing as that way you can see all the Sent emails in Outlook including the messages that were included in the emails.
