Customer E-mail Receipts |
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Q: Version 9.1 added some standard E-mail Receipt forms for Reservations, but I don't see them for Customers (e.g. through Customer Details, New/Edit Transactions). Can I E-mail a customer receipt?
A: First of all, I hope you understand that using Customer Reservations is dangerous if you don't have a specific need for it -- any transactions added there will not apply to their reservation(s).
That said -- there isn't a standard E-mail receipt for Customers, but there's a Sample you can import.
1. Go to Maintenance / Advanced Customizations / Forms
2. Click the Import Form(s) button, and you'll get a typical Windows file-open dialog labeled "Import Forms".
3. You need to locate the sample Forms folder, which is typically C:\Program Files (x86)\Campground Master\Samples (most likely you just need to double-click the "Samples" folder to get there, but you may have to navigate to the C: drive first using the "Look In" drop down at the top").
4. Now select the appropriate file : "Sample Forms - E-mail Customer rcpt w transactions v9.1", and click Open.
Now you will have an "E-mail Form" button on Customer Details and also Customer Transactions, etc.