Overview
Some merchants may want to send a receipt via email to the customer after a transaction has been completed.
Step-by-step guide
In order to enable this, some Workstation Preferences need to be changed. These emails are then sent natively by QuickBooks Point of Sale - i.e. not by our integration.
1. Open Workstation Preferences.
Open the File menu in QuickBooks Point of Sale, select Preferences, and then Workstation.
2. Turn on email prompt.
Select the Print Options option on the left-hand side, and then check Prompt to e-mail receipt... under the General group. Then, click OK.
3. Retry the transaction.
When a transaction is complete and ready to be saved, select the Save & Print option. This will display a prompt to e-mail the receipt to the customer.
The user will only be prompted to print a receipt after clicking Save & Print, but not Save Only. This means that a customer cannot be emailed a receipt without a physical receipt. This is a limitation of QuickBooks Point of Sale.
In order to prompted, a customer with an email address entered must be selected for the sale. If no email address is entered, the prompt will not be shown.
Comments
0 comments
Article is closed for comments.