Add email in the Sales Receipt effortlessly

Aug 6th, 2022
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If you frequently work outside your workplace and complete tasks on the go, then DocHub is the document editing service you need. It’s a cloud solution that works on any internet-connected device, and you can work with it from anywhere. The interface is easy-to-use yet rich, so you’ll need only a few moments to Add email in Sales Receipt and make other required adjustments.

Adhere to our guidelines on how to Add email in Sales Receipt with DocHub:

  1. Import your file using any method you prefer. DocHub offers you several options to choose the document you want to modify. For example, you can import your Sales Receipt through an external link, choose an attachment from your Gmail inbox, or select another regular upload option from your device or the cloud.
  2. Start altering your document. Once you’ve opened the editor, use our upper toolbar to make any required adjustments. Here, you can find quick tools for typing text, placing pictures, adding icons and lines, and so on. You can leave remarks on any changes made.
  3. Make your paperwork fillable.Turn your Sales Receipt into a fillable template in under a minute. Click on Manage Fields to open our side toolbar and start dragging and dropping fields for text, paragraphs, checkboxes, and dropdowns.
  4. Prepare your form for signing. Add Signature, Initials, and Date Fields for all people involved. Assign every area to a particular signer and make each required so as to avoid finalizing the form without everyone’s approval. Click on the Sign button to place your own legally-binding eSignature.
  5. Create a reusable template. If you intend to use your fillable Sales Receipt in the future without wasting time on re-editing, turn it into a template. Go to Actions on the upper right and select the option from our menu.
  6. Download and share paperwork. Send an email to your recipients with your Sales Receipt attached or share it through an eSignature request or a Sharable Link. Obtain your documentation onto your device or export it to the cloud in its altered or original version.

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How to Add email in the Sales Receipt

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in this video Ill go through how to create an email receipt to a customer within sales screen currently you may have a number of options and one of which is email to customer but before we can actually send an email to a customer we would need to set it up so lets go through how to set up the email to customer option gotta maintain system admin intelligent functions till print setup now these are the options that are currently displayed within the sales screen as a print option an email to customer is one of them you actually now have the ability to remove the items or the receipt types that you dont actually need for example if youre in the head office where you dont have a docket printer so within the head office functionality you can actually remove the receipt types of print so all you need to do is drag and drop these items and one by one I can remove those items out including that one so we can also create a hierarchy of which one is actually displayed first and as a default

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
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Go to Bookkeeping then Transactions then select Receipts (Take me there), or go to Banking (Take me there) then select Receipts (Take me there). Select Forward from email. In the Enter email address field, create a customized email address. It will have @qbodocs.com at the end.
Note: If you havent set them up in QuickBooks yet, select Add a new customer. Enter the sales info, such as the payment method. Enter line items for the products and services you sold. When youre done, select Save and send to email the receipt.
Add delivery receipt to track an e-mail message In the open message, click Options. In the Tracking group, select the Request a Delivery Receipt or the Request a Read Receipt check box.
From the main menu, create a new or open an existing transaction (estimates, invoices, sales receipts). Go to the 3 dots menu, then choose Email. Fill out or edit the recipients information. Select Send.
Use the email address you set up with to email receipt images to: receipts@quickbooks.com. Open your email service and create a new email. Attach receipt images or add them to the body of the email. You can attach as many as your email service allows. Send the email to receipts@quickbooks.com.
Note: If you havent set them up in QuickBooks yet, select Add a new customer. Enter the sales info, such as the payment method. Enter line items for the products and services you sold. When youre done, select Save and send to email the receipt.
Use the email address you set up with to email receipt images to: receipts@quickbooks.com. Open your email service and create a new email. Attach receipt images or add them to the body of the email. You can attach as many as your email service allows. Send the email to receipts@quickbooks.com.
How to Send Great Payment Receipt Emails Write a Clear Subject Line. Include Billing Information. List What Was Purchased. Send the Receipt as an Attachment. Include Shipping Information. Include Links to Follow-up Actions. Include Additional Offers. Include Contact Information.
Note: If you havent set them up in QuickBooks yet, select Add a new customer. Enter the sales info, such as the payment method. Enter line items for the products and services you sold. When youre done, select Save and send to email the receipt.
Email paid transaction details From the Menu ☰, select Sales Receipts or Invoice Payments. Select the sales receipt or invoice payment you want to email. Select the Action menu, and choose Email. Review the message and edit it if necessary. Select Send.

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