Related Articles
Customer Statements - Printing, and Emailing Statements
This guide covers the operational side of statements: how to safely generate them, how to handle bulk vs. individual requests, and how to manage email outputs and attachments. We have a video guide on how to generate customer statements for your ...
Print or Email Customer Invoices and Receipts (also in bulk)
In the Customer screen, you can email or print out a customer's invoices/receipts from a button near the bottom of the Customers screen. This can be done in bulk as well. To email invoices/receipts, your email needs to be setup in Retailer first. ...
Print Customer Labels / Barcodes from Retailer
Retailer provides you with the ability to print labels featuring barcodes linked to each of your customers. This can be used to create a loyalty or customer card. You can then affix the barcode label onto a pre-printed loyalty or customer card, ready ...
Automatically Complete Customer Addresses using Google Address
Starting with Retailer 3.2.2, Retailer can now automatically complete customer addresses based on data from Google Maps. For example, typing '3A Lyn' into the 'Google Address' field when adding a new customer is enough for Google to find '3A Lynch ...
Customer Statements - Setup, Configuration & Rules
This guide covers the foundational setup for account statements to customers. These settings determine who receives statements, what they look like, and how the system calculates account fees and balances. Account Categories Account Categories allow ...