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How Do I E-Mail Receipts, Invoices and Reports

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How Do I E-Mail Receipts, Invoices and Reports

Postby RetailEdge Moderator » Fri Feb 25, 2011 10:13 am

To e-mail receipts/reports/Purchase Orders etc. do the following.

1. Install some e-mail client onto the computer you are working from. This needs to be something that is actually on your computer and not a web-mail type mail. Thunderbird is a free client that we know works and have had success with.

2. When you print a receipt (page style/invoice) or report or statement or report, RetailEdge will display the report in the Report Viewer. There is a button on the top of the report viewer labeled E-mail. Press this button.

3. A form will be displayed to allow you to type in an E-Mail address to send the receipt to. You can also look up customer(s) or vendors so that you can add their existing e-mails to the list of e-mail addresses to be sent to.

4. Press Ok. RetailEdge will automatically launch your default e-mail client (in the above example Thunderbird) with the Receipt or Report attached as a PDF file. If you want you can also type in a message at this point and send it.

You might want to consider setting up the e-mail to use an IMAP Server as this will allow you to consolidate and synchronize the e-mails coming from each workstation. However, setting the e-mail server as a POP server can also have some advantages.

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