How to send an attached PDF from MYOB AccountRight
Hi there! Welcome to Lightyear.
If you have been directed to this article then we'll assume you have been sending your invoices via email with only a URL link that your customer has to click into to see the invoice, but Lightyear requires the invoice you're sending to your client to have an attached PDF, so we have provided easy instructions below so you can send them this way if you're using MYOB AccountRight.
We will firstly explain that within MYOB AR's settings, there are 2 options on where to send the email from;
(a)The invoice can be emailed directly from MYOB's mail-server or
(b) it can be sent from MYOB using your Outlook mail-server
But the most important option where Lightyear is concerned, is when using option (a) you have the choice of sending the invoice with just a link in the email (which is useless for sending to Lightyear), so instead you can choose to attach the PDF invoice to the email you're sending (this is what is needed)
To find these settings just log into MYOB & at the very top click on:
SETUP> PREFERENCES> EMAILING tab
It you have ticked the box: 'Send Emails Using AccountRight', make sure you select the 'When Emailing Invoices' option to this:
'Include a link to online invoices & include a PDF'
If you do not have the box ticked, you're using option (b) which means you're sending the invoices from MYOB using your Outlook mail-server and this greys out the options of sending a link and/or an attached PDF. Sending this way means your emails should already have a PDF attached - which is what Lightyear needs - so you shouldn't need to change anything.
However if they aren't sending as an attached PDF let us know as we will need to look into it deeper.
Check out our
to stay up to date
Related Articles
How to send an attached PDF from QuickBooks Online
Hi there! Welcome to Lightyear. If you have been directed to this article then we'll assume you have been sending your invoices via email with only a URL link that your customer has to click into to see the invoice, but Lightyear requires the invoice ...How to send an attached PDF from Xero
Hi there! Welcome to Lightyear. If you have been directed to this article then we'll assume you have been sending your invoices via email with only a URL link that your customer has to click into to see the invoice, but Lightyear requires the ...Why Am I Being Disconnected From My Accountancy Software?
While using Lightyear, you may sometimes notice you have been disconnected from your Accountancy Software without having clicked the button yourself, and need to reconnect before you can export again. This will be because of Refresh Tokens that are ...Pallas Foods
If you're using Pallas Foods, they may be sending you scanned copies of bills instead of the original PDF copies. To correct this, contact your Account Manager at Pallas Foods and explain that you need original PDF copies of bills for Lightyear. See ...What happens when I need to change my accounting software?
Over time, you may come to a point where you need to change the way you do things. Naturally these things happen as your business needs change as well. One of these changes may involve switching your accounting software package. Lightyear can support ...