As another way of keeping in touch with your customers, you can use the option to send Order Receipts, Order Invoices, or e-receipts via SMS / text message.

The feature is found on a customer's record in the Back Office.

To send Order Receipts or Order Invoices

1) From the main menu, expand the Customers heading, then click on Customers.

2) Use the search and/or filters to locate the customer whom you'd like to contact and double-click on them to open their customer card.

3) Click on the Orders & Workshop Jobs tab.

4) Next, use the search and/or filters to locate the order you're looking for. N.B. the grid will only show Open orders by default, so you may wish to filter to All Orders before you start.

5) Click on the Actions button next to the order, then choose Receipts & Invoices from the menu that appears.

6) Use the Send Special Order Receipt via SMS or Send Order Proforma Invoice Via SMS buttons to send the appropriate document to the customer.

If the message is sent successfully, you'll see this displayed in the top right corner of the 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

1) To make use of this feature, select the Purchase History tab on the customer's record.

2) Use the filters to locate the transaction for which you would like to send an e-receipt via SMS.

3) Once you've found the transaction, click on Actions, then on Send e-receipt via SMS.

If the SMS is sent successfully, you'll see a message in the top right of the screen to confirm this:

If there's a problem, this will be displayed: