Emailing an Invoice to a Customer

You can either email a receipt to a customer directly through the system or generate a custom receipt via PDF and send it from your own email address. We have included information on how to do either option just below:

Emailing the Full Invoice in your Account

1. From the POS dropdown, select "Sales History."

2. Search for the invoice by Inv # or Customer Name. You can also filter by date range, season, sport, etc.

3. Once you have found your invoice, click the "Options," button and choose "Email Receipt." This will automatically email the receipt to the primary billing contact.

NOTE: You can also do the same by going to the "Invoice History," page within the Point of Sale and following the same protocol

Generating a Partial Invoice to Email

1. From the Facility Management dropdown, select "Rentals"

2. Search for the rental to pinpoint which rental invoice you'd like to find

3. Once you have found your invoice, click the "Options," button and choose "(PDF) Print Custom Invoice."

4. Choose your preferred date range for the invoice to pinpoint only line items that fall within the selected range.

5. Click the blue button that says, "Print Invoice," and your PDF will be generated where you can save or print the PDF and send in your preferred manner.

For more information on creating a custom invoice for a rental check out the following article: https://mysportsort.freshdesk.com/a/solutions/articles/16000063327