Sales: Attach PDF to invoices emails

I'm adding that when sending invoices to online billing systems, they are designed to retain the attachment and disguard the email. My customers do not see an email to click a link. And now they are not getting my PDF invoice. I now understand why my invoices stopped being paid. Please reinstate PDF attachments when emailing an invoice.

Hi StephenO 

These on-line billing systems that you mention, do you mean something like the InTray in MYOB?

Now that would be handy to send an invoice from one MYOB Ledger to another without having to invoke the two step process as recommended by the MYOB support team.

AlanT 
In particular, I invoice a US company that uses bill.com to receive invoices and a Aussy company, I think they use xero.com. The email address they provide does not go to a person, so no eyes-on.

Cheers!

 

---

So glad it's not just me going through this frustation. I guess I'll have to seach for a new program then. 

100% , always get asked for PDF copy, have to e-mail to myself and then attach to Inv being sent.

Okay...

If you are using MYOB and wish to send your invoice directlty to the InTray of a customer who also uses MYOB, your customer's MYOB will not be able to process the invoice either.

How brain dead is this?

Hi Everyone

Thank you for showing your support for this idea.

I'm pleased to announce that the email of invoices will now automatically include a PDF attachment of the email. This will show in the Attachments section of the Email window and can be removed if not required or download prior to emailing.

Not seeing an attachement section in the email window other than attaching files from my network or drive.

Can you please clearly outline the process of adding the invoice to the email as a seperate PDF file?

Regards,

Hi artek,

This is what I see in MYOB Essentials: Invoices / open an invoice / Email Invoice. Hope it helps.

StephenO

Thanks, really appreciate your quick repy to my call out.

Unfortunatly my window looks vastly different and without the features of yours, I'm using MYOB AccountRight.

However, your image did make me wonder how was your screen so different from mine when all programs are now cloud based.

Turns out the feature you have shown me is in the browser version but not in the programme version.

So, as long as I invoice using the browser version, i should be able to attach the invoices to the emails as PDF files.

Have re sent an invoice created yesterday and also sent a copy to myself to check, but 10 min on i'm still waiting for that copy?

StephenO, Thansk again I probably would not have found this without your help.