How can I share a Receipt Note?

You can share a receipt note (RN) with a customer by sending a link to the RN or by sending the RN itself as an attachment.

• As link

1. Click the Main Menu.
2. Go to the Inventory tab.
3. Select the Receipt Notes module.
4. Open any RN.
5. Click the Do button in the Summary View.
6. Select Share.
7. Click Share as link.
8. A mail compose window opens with the RN’s link.
9. Enter the recipient's details and click Send.

• As attachment

1. Click the Main Menu.
2. Go to the Inventory tab.
3. Select the Receipt Notes module.
4. Open any RN.
5. Click the Do button in the Summary View.
6. Select Share.
7. Click Share as attachment.
8. A mail compose window opens with the RN’s attachment.
9. Enter the recipient's details and click Send.

To learn more about Receipt Notes, click here.