Forum Discussion

ChrisDCG's avatar
ChrisDCG
Partner
2 years ago

Email receipts

I have noticed that the Print/Email receipts button has been renamed to just Print Receipts in the Sales dashboard of Accountright 2022.  It was initailly there.  I wasn't even given the option to email a receipt when I processed a payment from a customer.

 

How can this be fixed please?

  • Hi ChrisDCG 

     

    While you can't email receipts directly from AccountRight, you can use third-party software to "print" (save) the receipt as a PDF which you can then attach to an email. Windows 10 has a built-in Print as a PDF option which is available when printing, or you can use a program like Adobe Acrobat or CutePDF to provide the ability to print (save) documents as PDFs.

     

    Once you have the ability to print to PDF, when printing the receipt in AccountRight and you're prompted to choose a printer, choose the PDF printer from the list of printers. This saves the receipt as a PDF which you can then attach to an email.

     

    If you'd like AccountRight to include a function to email receipts, vote for this feature on the  AccountRight Idea Exchange .

  • Hi ChrisDCG,

     

    Thank you for your post and welcome to the Community Forum. 

     

    Regarding your concern, the emailing of receipts from AccountRight is something that is actively being considered by our product teams and something that we are looking forward to soon for the product. However, you can use the third-party software to print, and save the receipt as PDF, which you can then attach to an email. Windows 10 has a built-in Print as a PDF option which is available when printing. Or you can use a program like Adobe, Acrobat or CutePDF to provide the ability to print and save documents as PDFs. Once you can print to PDF when printing the receipt in AccountRight and you are prompted to choose a printer, choose the PDF printer from the list of printers. This saves the receipt as a PDF which you can then attach to an email. You can check out this Help Article: Printing Payment Receipts (email), which has detailed information that you can use as a reference. 

     

    Please feel free to post again if you still need assistance with this. Or if you have any other questions or concerns, please feel free to post again. We are happy to help. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Thanks, 

    Cel