Print or Email Customer Invoices and Receipts (also in bulk)

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.

Info
To email invoices/receipts, your email needs to be setup in Retailer first.
Click HERE to learn how to setup email.

  1. First , open up the intended customer account, in the Customers screen.
  2. Click on Print / Email Transactions near the bottom right.
  3. Tick the boxes ( under Include column ) of the invoices/transactions that you wish to print or email.
    Idea
    You can also click Select All at the bottom to tick all transactions in that list.
  4. 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.
  5. Notes
    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.



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