Configuring Counterpoint to send receipts via e-mail

Follow these steps to configure Counterpoint to send receipts via e-mail:

1. Select Setup > Point of Sale > Stores to display the Stores window and click the Receipts tab.

2. In the E-mail subject field, enter the subject you want to use by default for e-mail messages that include receipts (e.g., Your receipt from Camptown Golf).

3. In the E-mail body field, enter the body text you want to use by default for receipts sent via e-mail (e.g., Your receipt is attached. Thank you for your business!).

4. Save your changes and close the Stores window.

5. Select Setup > Point of Sale > Form Groups to display the Form Groups window.

6. Enter or look up the Form group you use to print receipts (e.g., TICKET), click the Forms tab, select your receipt form (e.g., Receipt1.rdlc), and then select E-mail from the Printer method list box.

   

You may wish to specify a different Button image, Button label (e.g., E-mail), and Shortcut key for the form group on the Group tab.

If you would like to be able to choose whether to print a receipt or send it via e-mail when you complete a ticket, do the following instead:

• Create a new Form group that applies to sale tickets.

  

• Specify a Button image, Button label, and Shortcut key for the form group button.

• Click the Forms tab, enter or look up the Form filename (e.g., Receipt1.rdlc) for the receipt form you want to use , and then select E-mail from the Printer method list box.

7. Save your changes to the form group and close the Form Groups window.