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How do I print and email a receipt for a purchase that has already been made?

  1. Reports -> Financial -> Financial Transactions
    • Query or Custom Query to locate the transaction
    • Enter the first few letters of the client's lastname, or find the transaction by querying on the date of payment; click [Search].
  2. Click Email Receipt, from the Actions column, to the left of the member's name
    • To attach a document to the receipt Click Choose File and navigate to the file; click Load Attachment
  3. Click Send
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