As another way of keeping in touch with your customers, you can use the option to send Work Order Receipts, Order Invoices, or E-Receipts via SMS.
The feature is found on a customer's record in Cloud POS backoffice.
From the main menu, go to Customers, Receipts, & Orders, then Customers. Use the filters to locate the customer who you'd like to contact and click View/Edit.
To send Work Order Receipts or Order Invoices
With the customer's record open, select the Orders & Workshop Jobs tab.
Next, use the Filter Orders & Workshop Jobs buttons or the text search to locate the job for which you wish to send the information, then click the Order Actions button.
If the order is still open, you'll then see these options:
If the order has been closed, these options will display:
Use the Send Work Order Receipt via SMS or Send Order Invoice Via SMS buttons to send the appropriate document to the customer.
If the message is sent successfully, you'll see this displayed on screen:
If there is a problem, for example, if there is no mobile number set on the customer's account, there'll be a corresponding message to alert you to this:
Sending an E-Receipt via SMS
To make use of this feature, select the Purchase History tab on the customer's record.
User the filters to locate the transaction for which you would like to send an E-Receipt via SMS.
Once you've found the transaction, click on Send E-Receipt Via SMS.
If the SMS is sent successfully, you'll see a message advising as such:
If there's a problem, this will be displayed:
