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  • Set up AccountRight to send emails


 

 

If your company file is online, you can send emails straight from AccountRight.

If you’re using AccountRight 2015 or earlier, or your company file isn't online, you can only use Microsoft Outlook to send emails. Learn how to set up Outlook.

There are several advantages to letting AccountRight handle emails for you (instead of Microsoft Outlook), including:

Get started

If your file is online, and checked in, you’re ready to get started. You can set up your email preferences from a set up assistant or from Emailing preferences. See below for instructions.

Set up using the assistant

Set up using the assistant

Click the Sent Emails button in the Command Centre and an assistant will appear to help you set up the email preferences.

Sent Emails


The assistant only appears if you’re not already set up to email from AccountRight. If you’re already emailing using AccountRight, use the Preferences window to make your changes. See "Set up using the Preferences window" below.

Use the assistant to:

  • Set up your name and reply-to email address: Enter your name or business name in the From Name field. This is the name that will appear in the recipient’s inbox. You also need to enter the address where replies to your emails should be sent to.

    Note that you can only have one reply-to address for each company file, and it will apply to all emails.

  • Select your preferred form templates: Select the form templates to use when emailing a batch of invoices to your customers. Note that when you email direct from the Sales window, the default form specified in the customer’s card will be used if it’s different to what you select here.
     

  • Set up online payments (Australia only): Now that your invoices are available to view online, give your customers the ability to pay the invoice online too. With online payments your customers can pay you using Visa and Mastercard, with more payment options coming soon. Learn more.

Set up using the Preferences window

Set up using the Preferences window

  1. Go to the Setup menu, choose Preferences and then click the Emailing tab.
  2. Select the Send Emails Using AccountRight option.

    Email Preferences
  3. Enter your name or business name in the From Name field. This is the name that will appear in the recipient’s inbox.
  4. Enter the address where replies to your emails should be sent to.
  5. Choose how you want to email invoices to your customers. You can choose to just include a link to the online invoice, or also attach a PDF of the invoice.
    Note: If you want to track if and when your customers view their online invoice, you should choose to send invoice emails with just the link. Otherwise they might choose not to view the online invoice and just open the PDF.

  6. (Australia only) To give your customers the ability to pay you online, using Visa and Mastercard, click Get set up and complete the simple setup steps online. Learn more.

Start sending emails

Now that you're set up, take a closer look at what you can email:

To email...See
Sales (invoices, quotes and orders)Print or email sales
Purchases (bills, quotes and orders)Print or email purchases
Remittance advicesPrint or email remittance advices
StatementsPrint or email customer statements
ReportsPrinting and emailing reports
Pay slips (Australia only)Print or email pay slips
Payment receiptsPrinting payment receipts
A short message to a contactOther ways to keep in touch

Manage your emails

Once you start sending emails from AccountRight, you can track whether they were sent successfully, or if any failed, using the Sent Emails window. Learn about the Sent Emails window.

Didn't go to plan?

See the tips in Email troubleshooting.

  AccountRight email FAQs


Why is the From address shown as @apps.myob.com?

Why is the From address shown as @apps.myob.com?

Emails sent from AccountRight are delivered on your behalf using MYOB’s email server. Emails sent from the @apps.myob.com domain are digitally signed using a Domain Keys Identified Mail (DKIM) signature and the domain is protected by the Sender Policy Framework (SPF).

These measures reduce the risk of phishing, and emails sent from AccountRight are less likely to be considered spam by your recipient’s email service.

Some email services won’t accept messages that are sent on behalf of someone else. For example, emails that have an @yahoo.com From address, but are delivered using another email provider’s mail server could be marked as spam or be blocked by the recipient’s email provider.

To avoid these issues, AccountRight’s emails are sent from MYOB’s verified email server, and have an @apps.myob.com From address.

Can I switch back to using Outlook at any time?

Can I switch back to using Outlook at any time?

Yes. To switch back to using Outlook, go to the Setup menu > Preferences > Emailing tab and deselect the Send Emails Using AccountRight option.

Email Preferences