Sending Customer Invoices by Email

You have several ways to send invoices by email.

• Sending an invoice by email during checkout
• Sending invoices via the Invoices menu

Sending an Invoice by Email During Checkout

After completing the checkout process in the Shore POS App, you can send the invoice by email or print it.

• Open the Shore POS App and go to the checkout menu
• Check out as usual
• Once the checkout is complete, enable the Send Receipt by Email toggle at the bottom
• Enter the email address you'd like to send the invoice to, then tap Done
• You then need to tap Done again in the checkout menu to complete the transaction
• You'll then return to the checkout menu

You also have the option to leave the "Send Receipt by Email" toggle disabled. The invoice can then be opened, printed, or sent at any time via the Invoices menu.

Sending Invoices via the Invoices Menu

• Open the Shore POS App and go to the Invoices menu
• To find the invoice under Invoices, you can search by the following:
  • Invoice number
  • Customer name
  • Product name
  • Notes
• Tap the invoice you want to send, then tap Action in the top right, followed by Send Invoice by Email
• Enter the desired email address and confirm by tapping Done.