We were wondering how we can resend an email receipt to a customer? We’ve had a few instances where customers come back a day or two later and need a copy of the receipt but we cannot find a way to do this through the POS or browser?
Through POS, you can bring up the customer and manage contact > in this area on the left hand menu you can go down to emails > in this section you can click on each email document that you’ve sent them and you’ll have a “resend email” button.
Through desktop, you can open up the customer in the Contacts section > then in Manage Email in the menu on the right hand side you can go to Manage Email > and you can click on any email here and you’ll have a “resend email” button.
Thanks!
Dan
Thanks Dan. Does this also work if we did not send out an initial email when the transaction was made?
Good question Alexandra, the re-send can only be sent from within a contact if an original point of contact was made. So if the initial email wasn’t sent out then you will need to “resend” the email from the order itself rather than from the customer area.
In an order that was processed but an email wasn’t sent yet, you should be able to open up that order and go to the “Email” tab and choose “Resend Order Confirmation Email” this will let you send it, even though you aren’t technically “resending” it and didn’t send it initially.
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There is no email to send for this order.
What if you go to the email tab, and it says the above statement?
Just go to the POS and print the order to pdf and send that?
The “there is no email to send for this order” message should only appear if the order is A) in Quarantine, B) a pending order or C) a refund order that is stuck in Quarantine. Once you get your order out of Quarantine you should be able to send the email to them.
Thank you. It does show up now. I guess since it was an order that had problem going through, it took awhile for the option to appear.