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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:
- No email software needs to be installed on your computer.
- You can track email delivery status from within AccountRight.
- You can set up invoice reminders.
(Online Invoice Payments only) You can send an SMS with a link to the online invoice.
The SMS feature will be rolled out to all users after the release of AccountRight 2023.3
Make sure your company file is online. You can then set up your email preferences from a set up assistant or from Emailing preferences. See below for instructions.
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.
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, Mastercard, AMEX and Bpay with more payment options coming soon. Learn more.
Set up using the Preferences window
- Go to the Setup menu, choose Preferences and then click the Emailing tab.
- Select the Send Emails Using AccountRight option.
- Enter your name or business name in the From Name field. This is the name that will appear in the recipient’s inbox.
- Enter the address where replies to your emails should be sent to.
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.
- If you'd like to customise the default subject and message in your emails, click Email Defaults. Learn more.
- (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:
|Sales (invoices, quotes and orders)||Print or email sales|
|Purchases (bills, quotes and orders)||Print or email purchases|
|Remittance advices||Print or email remittance advices|
|Statements||Print or email customer statements|
|Reports||Printing and emailing reports|
|Pay slips (Australia only)||Print or email pay slips|
|Payment receipts||Printing payment receipts|
|A short message to a contact||Other 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.
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?
Yes. To switch back to using Outlook, go to the Setup menu > Preferences > Emailing tab and deselect the Send Emails Using AccountRight option.
You can still use online invoice payments when sending invoices from Outlook.
For details on setting up Outlook, see Sending emails using Microsoft Outlook.