Email, SMS or print sales

When 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've set up online invoice payments, customers will be able to make an immediate payment—straight from the online invoice.

1. If you haven't already, create the invoice.

2. From the Share menu, click Email invoice.

   

3. In the Email settings popup, enter a From name and a Reply-to-email address (if you haven't already set these up in Sales settings) and click Save.

4. If an email address has been saved for the customer, it appears in the Send To field, but you can add one or change it if needed.

5. If you want to email the invoice to additional recipients, click ⨁ Email or ⨁ CC to enter additional recipients.
   

   Add CC email address to a customer

   You can also add a CC email address to the customer's details — see Adding customers.

6. 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.

7. If required, change the text in the Subject and message fields. Click Manage default settings to change your email defaults.

8. Select Attach invoice PDF to attach a PDF of the invoice to the email. 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.

9. Choose the PDF template that'll be used if the customer prints or downloads their invoice as a PDF. Click Preview to see what it'll look like. (You can set up your sales templates in Sales settings.)

10. If you'd also like to send a link to the invoice via a SMS message*:

    1. Select the Send SMS option.

    2. Choose the customer's Mobile number (if it has been entered into the customer's contact record), or enter a valid mobile number here.

11. When you're ready, click Send.

    

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 customer has viewed the email.

*SMS is provided by a third party service, SMS Global (read their Terms and Conditions). SMS is included as part of online payments – you don't need to sign up to SMS Global separately.

You can send invoices to several customers at the same time.

1. Go to the Sales menu > Invoices to open the Invoices page.

2. Select one or more invoices to email.

3. Click the Email button.

   Can't see the Email button?

   You need to select one or more invoices to make it appear.

   MYOB Business checks that each customer has an email address. If they don't, you'll see a message and a warning icon next to the invoice:

   

   To add the email address:

   1. Click the name of the customer to open their record.

   2. Enter an email address in the Email field and click Save.

   3. Refresh the Invoices page and repeat from step 2.

4. Enter your email Subject and Message.

5. Choose the Invoice template that'll be used if the customer prints or downloads their invoice as a PDF. Click Customise template to set up your sales templates.

6. Click Send invoices to email the invoices.

1. If you haven't already, create the invoice or open an existing invoice (Sales menu > Invoices > click to open the invoice). Need help finding an invoice?

2. From the Share menu, click Print PDF.

   

3. Choose the PDF Template that'll be used for the PDF. Templates define the look and feel of your invoice PDFs. (You can set up your sales templates in Sales settings.)

4. Click Preview to open a preview of the invoice PDF in a new tab.

5. Click Print. A PDF of the invoice appears in a new browser tab. From here you can print the invoice using the print icon in your browser.

   

Not available in AccountRight browser. If you use AccountRight, you can print multiple invoices in your AccountRight desktop software

You can generate PDFs for multiple invoices at the same time, which you can then save or print.

1. Go to the Sales menu > Invoices to open the Invoices page.

2. Select one or more invoices to email.

3. Click the Print PDF button. If you can't see the Print PDF button, make sure you've selected at least one invoice. Also, this button isn't available for AccountRight files accessed in a web browser.
   

   

4. Choose the invoice template that'll be used for the PDF. Templates define the look and feel of your invoice PDFs. Find out how to set up your sales templates.

Your invoice PDFs appear in a new browser tab. From here you can download or print the invoices using the icons in your browser.

1. If you haven't already, create the invoice or open an existing invoice (Sales menu > Invoices > click to open the invoice). Need help finding an invoice?

2. From the Share menu, click Download PDF.

   

3. Choose the PDF Template that'll be used for the PDF. Templates define the look and feel of your invoice PDFs. (You can set up your sales templates in Sales settings.)

4. Click Preview to open a preview of the invoice PDF in a new browser tab.

5. Click Download. A PDF of the invoice is downloaded to your computer (check your Downloads folder). From here you can save the PDF for your records, attach it to an email or print it.

When you email an invoice, you can also choose to send a link to the online invoice via SMS. When the customer clicks the link in the SMS message, it'll open their online invoice in a web browser.

1. If you haven't already, create the invoice. If it's an existing invoice, go to Sales > Invoices and click the invoice to open it. Help me find the invoice.

2. From the Share menu, click Email invoice.

   

3. Confirm the customer's email address, subject and message.

4. Select the Send SMS option.
   

   

5. Choose the customer's Mobile number (if it has been entered into the customer's contact record) or enter a valid mobile number here.

6. Choose the PDF template that'll be used if the customer prints or downloads their invoice as a PDF. Click Preview to see what it'll look like. (You can set up your sales templates in Sales settings.)

7. When you're ready, click Send.

1. From the Share menu, choose SMS invoice.

   

2. On the SMS invoice page, the Send to field will show the customer's mobile number (if it has been entered in their contact record). If there isn't a mobile number or you want to change it, you can enter it here.

   
   If you need to view the contact's details, click View contact to open the contact in a separate browser tab.

3. Choose the PDF template that'll be used if the customer prints or downloads their invoice as a PDF. Click Preview to see what it'll look like. (You can set up your sales templates in Sales settings.)

4. When you're ready, click Send.

To email a quote or sales order:

1. Click Email quote or Email sales order.

2. 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.

3. If you want to email additional recipients, you can:

   1. click + Email and enter additional To recipients

   2. click + Add CC email and enter an email address in the CC field

4. If you want to email a copy to yourself, select the option Email me a copy. The customer will not be able to see this information.

5. If required, change the text in the Subject and Message fields. If you'd like to change the default text, see Set up default emails.

6. If you'd like to attach files to the email (total size of uploaded documents can't exceed 25MB):

   1. click and drag files into the Drag files to upload section

   2. click browse for files and select files to upload.

7. Choose the template that'll be used if the customer prints or downloads their quote or sales order as a PDF. Click Preview PDF to see what it'll look like. (Click Customise template to set up your sales templates in Sales settings.)

8. Click Send quote or Send sales order to email it.

To print or download a quote or sales order:

1. Click Preview in a quote or View PDF in a sales order.

2. Choose the template that'll be used for the PDF. Templates define the look and feel of your PDFs. (You can set up your sales templates in Sales settings.)

3. Click View for a quote (or Export for a sales order) to open a preview of the quote PDF in a new tab. You can then print or download the PDF using the options in the PDF or your browser:

   

Set up your email defaults in the invoice and quote settings (click the settings menu (⚙️) > Sales settings > Email defaults tab).

For all the details see Set up default emails.

The email your customers receive will have a View invoice button. When they click it, they'll see the invoice details and options to download a PDF of the invoice or print it. This is also what they'll see if you've sent them a link to an online invoice.

If you've also set up online invoice payments (Australia only), your customer will also be able to click Pay now in the online invoice to make a payment.

You can send an SMS with a link to the online invoice to any valid mobile phone number. When you select the Send SMS option in the Email invoice window, you'll be able to choose any mobile phone numbers stored in the customer's billing or shipping address, or key in a number yourself:

No, the SMS message template is fixed and can't be changed.

Yes, go to the Share menu and choose SMS invoice. Choose what phone number to send it to and the PDF template to use and then click Send.

No, you can only send SMS message for a single invoice at a time.

You can resend an email and SMS for an invoice – go to the Sales menu > Invoices, click the number of the invoice you want to message and choose SMS link from the Share menu. Click Send on the SMS invoice page.

When you send a customer an SMS with a link to the invoice, this is sent via SMSGlobal. You can read SMSGlobal's Terms and Conditions here.