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.
- From the Customer Screen, click the Magnifying Glass 🔎︎ at the bottom to open the Find Customer Screen
- Find the intended customer. Double Click the Customer or click Ok.
- Click on Print / Email Transactions near the bottom right of the Customer Screen.
- In the Include column, tick the boxes of the invoices/transactions that you wish to print or email.
You can also click Select All at the bottom to tick all transactions in that list. - The list of transactions can also be sorted, by clicking the heading for the columns such as the Date heading to sort by date.The filter icon (looks like a funnel) can also be clicked to filter the list and show/hide certain transactions.
You cannot customise the available columns in the that show in the Print / Email Transactions screen.
For more information on how sorting and filtering in columns work, click HERE. - Click on Print or Email to print off or send off the emails for the selected invoices/receipts.
If printing, be sure to select the correct printer in the box to the left of the Close button.
Note: Emails will be sent to the email address recorded against the invoice/transaction set at the time of the sale. If you have updated the customer's email address in their profile but it is still sending to the previous address, you need to right-click on the invoice in question and edit the Delivery Details to select the new Default Customer Address before old invoices can be emailed to the updated email address on the customer's account.
To preview a receipt before you email it, you can right-click the transaction in the customer screen and choose 'Preview'.