Summary
This article describes how to send invoices of closed accounts through officemate. Multiple invoices can be sent at once. This function can be used to to send invoices internally as well as to customers and also allows the body of the email to be edited.
To Send invoices quickly through WaiterMate visit - Email Tax Invoice in WaiterMate
Step One
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In OfficeMate navigate to 'Reports'. Under 'Audit' find the 'Closed Accounts' report.
Step Two
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Invoices can be filtered using any of the options in the bar above the list of closed accounts.
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Once found, select the desired closed account by clicking on it once.
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Select 'Email Tax Invoice' at the top of the screen.
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to send multiple invoices, press the 'Control' button on your keyboard and then select all the desired invoices by clicking on them once.
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Select 'Email Tax Invoice' at the top of the screen.
Step Three
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once ' Email Tax Invoice' is selected a dialogue box will appear.
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Subject Line: The subject line will automatically include the account number(s) for the invoice(s) being sent. This can be edited to include any preferred text.
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Recipients (To Field): Enter recipient email address(es). Multiple recipients can be added by separating email addresses with a semicolon (;)
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Body: A message can be added to the body of the email. The closing (Kind regards) will automatically use the venue's saved business details.
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Send: Select 'OK' to send the email.
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After approximately 10 seconds, a pop-up will appear confirming that the email has been sent successfully.
