These steps assume that you have already completed the General Email Setup Steps. If you have not done this yet, please first review and complete those instructions |
IMPORTANT: Also review the topic Combined Receipt Preview Screen for information on streamlined email and receipt printing functions
ReSource Partner can generate an emailed invoice to your customers after each sale. This is an individual setting. Each customer needs to have their email preferences configured within their individual customer record.
To set this preference,
Click DATABASE | Customer, then find your customer and double click on them.
On the Basic Information Tab, set their Receipt Invoice preferences to Email.
On the Address Tab, be sure that their Bill To Address has a valid email address set (of course, you will also want to make sure that they can charge sales in your store. Make sure that they are setup as an On Account customer).
When you process a sale for the customer, you will receive a message asking whether you want to email the Invoice to the customer. If you select YES, you will see the same emailing processes as are described in the eStatements topic.
Customer will receive an email with the Subject:
"Invoice #0000 from [Your Store Name] on 09/13/2006"
When customer opens the email he will a message directing him to open the attachment, which is in PDF format. Here is an example:
SEE ALSO: Combined Receipt Printing & Emailing Screen
Return To Email Functions Overview
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