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How can I share a Receipt Note?

Table of Contents
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
Follow these steps to share the RN as a 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
Follow these steps to share the RN as an 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.
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