Processing the release: Sending receipts and gift memos

Transaction icon Once youʼve charged and shipped the orders, youʼll need to send sales receipts to all those who were charged. If there were any gift shipments, youʼll want to send gift memos for them.

To send sales receipts:

  1. In the Transaction list, select a Quick Search for 'Receipts/credit notes not sent.'

  2. Select all the records returned.

  3. From the Actions menu, choose Sales/Credit Receipt : Email or Print.

To send gift memos:

  1. In the Transaction list, select a Quick Search for 'Receipts/credit notes not sent.'

  2. On the General tab of the Search Transaction dialog, set the Is Gift status to 'Yes.'

  3. Click Search.

  4. Select all the records returned.

  5. From the Actions menu, choose Sales Gift Memo : Email or Print.

Using the wizard

Wizard Email Editor The club run wizard e-mails receipts for the sales transactions and gift memos for gift shipments. When you run the step Send Sales Receipts, it opens the Wizard Email Editor, where you can choose and edit the template to be used. When ready, click Send Sample Email or Send Emails.


Related topics:

Running the club

Announcing the release

Creating the club package

Creating the transactions

Checking transactions for errors

Checking the weather forecast

Charging credit cards

Printing shipping labels

Sending receipts and gift memos

Recovering declined credit cards