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help. myob › wiki › display Emailing documents to your In Tray - MYOB AccountRight - MYOB

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Emailing invoices. in MYOB essentials, the new version, when sending an invoice it would be good if it was possible to select the customers emails from their customer inforamation when sending to more than one person. One email is pre-filled, however if you want to add another email it has to be typed in - it would be easy to select it from the customer information.email an invoice you’ve already created, go to the Sales menu and click Invoices, find the invoice you want to email, and open it. The Invoice page appears, showing the invoice details. Click Email (or Resend to customer, if you’re resending the invoice). A window appears. If an email address has been saved for the customer, it appears in the To field—you can change this if you want. If no email address exists, enter one in the To field. If you want, enter another address in the Cc.Set up using the Preferences window. Go to the Setup menu, choose Preferences and then click the.How to email. Typically, you enter the transaction you want to email and then click Send to >.You can set up Gmail to automatically forward documents to In Tray. If you’re not familiar with setting up email forwarding in Gmail, we recommend speaking with your IT professional. You’ll need to enter your MYOB In Tray email address as an automatic forwarding address in Gmail’s settings and send a verification code to In Tray. Wait for MYOB to send the verification code back and then enter the code in your Gmail account settings. Myob emailing invoices.

help. myob › wiki › display Sending emails - MYOB AccountRight - MYOB Help Centre

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