Automatic Emails
When a customer first purchases an item or signs up for a program in DaySmart Recreation either through the Admin side in person or through their online Member account, they will receive a full itemized invoice with payment details automatically to their email if one has been assigned to their customer profile page.
Another type of receipt a customer may receive is if they are making a payment against an existing invoice. In this case, the receipt the customer will receive will be a simple summary of how much was paid and a link for the customer to be directed to their online account billing page to see the invoice in detail if they wish. The reason for this "summary" style of invoice is because they already know what they have paid for and do not need to have the itemized details listed again since it is simply a "Payment" towards it.
Examples
Here are some examples of the different receipt styles:
Customer registering for online rental and payment (Email will display full itemized receipt)
Customer making an additional payment towards their open invoice (Email will display summary view receipt)
Emailing or Forwarding Invoices
After an invoice has been created, it can be resent to the customer or even to a different email of your choosing. To do this, go to the customer's profile page and click on the "Invoices" button on the left hand side.
A list of invoices will appear. Select to view the invoice you need to resend.
On the Invoice page, there is a section under the Invoice Summary box to enter an email address and choose which type of email to resend to the customer.
Summary Email vs Itemized Email
When resending the invoice and selecting the "Summary" option, it will condense all of the same line items into one line instead of listing every thing out.
The itemized option is exactly what the customer originally received when they signed up. It will have all of the items listed out plus the details of the payment.
