Email an invoice at the time you create itWhen you email an invoice, it'll be sent directly from MYOB and a PDF of the invoice will be attached to the email. The email also has a link to view the invoice online. If you're in Australia and you've set up online invoice payments, customers will be able to make an immediate payment—straight from the online invoice. UI Text Box |
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| Send an online invoice link If you don't want to email the invoice directly from MYOB, just click View PDF > Copy Link and send the copied link however you like. Learn more... |
- If you haven't already, create the invoice.
- Click Email invoice.
If an email address has been saved for the customer, it appears in the To field, but you can add one or change it if needed. If you want to email the invoice to additional recipients, click Add email or Add CC email to enter additional recipients. UI Text Box |
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| You can also add a CC email address to the customer's details — see Adding customers. |
- If you want to email a copy of the invoice to yourself, select the option Email me a copy. The customer will not be able to see this information.
- If required, change the text in the Subject and Message fields. Click Subject and message defaults to change your email defaults.
- A PDF of the invoice will be automatically attached to the email, but if you'd If you'd like to attach additional files (total size of uploaded documents can't exceed 25MB):
- click and drag files onto the Email invoice window
- click browse for files and select files to upload
- to remove an attachment, click the remove icon next to it.
- Choose the Invoice template that'll be used if the customer prints or downloads their invoice as a PDF. Click Preview PDF to see what it'll look like. Click Customise template to set up your sales templates.
- You'll see the Payment options your customers will have. Click Manage payment options to change your default payment options.
- When you're ready, click Send invoice.
If you open the invoice again, the Activity history (at the bottom of the invoice) shows the invoice has been Emailed. This activity will also show when the email has been Viewed by the customer. |