How to Send an Invoice or Receipt by Email

How to Send an Invoice or Receipt by Email

Follow these steps to easily send an invoice or receipt by email after creating it through the Reactive app (Retail, Ordering, Appointments, or Booking, depending on the type of app you are using):
  1. Log in to the Reactive application.
  2. In the top-left corner, click the three lines and select "Transactions".
  3. Locate the invoice or receipt you want to send and click on it.
  4. Select "Order actions" > "Tax docs" at the bottom of the screen.
  5. Click "Choose action" and select "Send document by email".
  6. Enter the recipient's email address and click "Send".
This will send the invoice or receipt directly to the provided email.

    • Related Articles

    • Email Settings

      Find it Quickly: Settings > Email settings Your email settings use an SMTP system. This means that when customers create a profile, the confirmation email that is sent to them can be automated. For more information about the SMTP system, click here. ...

    • Ρυθμίσεις Email

      Μεταβείτε: Ρυθμίσεις > Ρυθμίσεις Email Οι ρυθμίσεις email σας χρησιμοποιούν ένα σύστημα SMTP. Αυτό σημαίνει ότι όταν οι πελάτες σας δημιουργούν ένα προφίλ, το email επιβεβαίωσης που τους αποστέλλεται μπορεί να αυτοματοποιηθεί. Πώς λειτουργούν οι ...

    • Πώς να στείλετε μία απόδειξη ή ένα τιμολόγιο μέσω email

      Ακολουθήστε τα παρακάτω βήματα για να στείλετε εύκολα ένα παραστατικό μέσω email: Συνδεθείτε στην εφαρμογή που χρησιμοποιείτε ανάλογα με τις ανάγκες της επιχείρησής σας: Reactive Retail, Reactive Ordering, Reactive Booking, ή Reactive Travel. Πατήστε ...

    • How to create a takeaway order in the ordering app

      This guide will help you create a takeaway order in the ordering app. Here are the steps you need to follow : 1. Open the ordering app and select the cart icon and then select the Take away tab. 2. By tapping on the plus sign "+" you are generating a ...

    • How to download your tax docs

      Follow the steps below to download your tax docs through your admin panel. Click here to log in to your account. Navigate to the "Order Docs" section from the side menu. Click on "Tax Docs". Select the dates for which you wish to view your invoices ...