Summary
The following article describes how to send the tax invoice of a single closed account as an email. This can be used to quickly send customers invoices of their purchases. This function automatically generates the email body and does not allow any edits.
Note: appropriate permission level is required to use this feature
To send multiple invoices at a time or edit the body of the email message go to
Email Tax Invoice in OfficeMate
Step One
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From any account in WaiterMate select 'System' or 'System Admin'
Step Two
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Select the 'Closed Accounts' icon under 'Daily Tasks'
Step Three
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To locate a closed account, select the appropriate day or shift, then choose the account type through which the closed account was processed.
Step Four
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Select the desired closed account.
Step Five
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Select 'Email Tax Invoice' located at the bottom right of the screen.
Step Six
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Enter the email address to send the invoice to.
Note: to send the invoice to multiple addresses, separate each with a semicolon (;).
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Select 'OK' to send the invoice.
Step Seven
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If the Email has been sent successfully the message "Tax Invoice was successfully emailed!" will appear.
