After issuing a fiscal receipt, the specific invoice can be sent via email to the customer. To send the invoice, go to the Receipts menu in the POS and follow these steps:
1. Select the order for which you want to send the invoice and hold click on it. Then select the Email invoice option.
2. Select the customer or add a new one (from the + button) and push the send button.
Who receives the invoice depends on what is saved on the customer record:
If the customer record already has an e-mail address, the app does not ask anything: it only shows the confirmation "Send invoice to ?" and the invoice goes there.
If the customer record has no e-mail address, the app asks you to type one. Note: the address you type here is saved onto the customer record, so it becomes that customer's address for every future document as well.
Important: on the old app the recipient address cannot be changed from the tablet. If the customer record already has an e-mail saved, there is no screen where you can type a different address.
In case the customer doesn't have an email address, you can add it here and then press the send button.
If you want to add a new customer, check this article. How can I add a new customer?
Edge cases
I can no longer find the receipt in POS to send the invoice
The POS only displays receipts from the last 6 days. For an older receipt, issue or send the invoice from the admin account:
Go to the Sales menu in admin.
Search for the receipt using the magnifier — you can filter by date and by payment method.
Open the order (3 dots → View) and issue / send the invoice.
Note: a modern payment on a Z report represents a bank transfer. If the receipt is not older than 6 days, you can also find it in POS → Receipts, filtering by payment method.
I want to send the invoice to a different address, not the customer's (for example to my accountant)
This cannot be done from the tablet: on the old app the invoice goes to the address saved on the customer record. Do it from the administration account, where you can type any address without changing the customer record:
Go to www.ebriza.com and open the Sales menu.
Find the order with the magnifier and open it from the 3 dots, View.
In the order's document list, on the invoice row, click the e-mail icon (its tooltip is "Send invoice on email").
In the field asking for the customer's e-mail address, type the address the invoice should go to - type it even if it is the address already shown - and press Send email.
This is done one invoice at a time, so for a whole day's invoices you repeat it on each order. Alternatively, from the same page you can use "Download invoice" and forward the PDF yourself.
If you want the send from the tablet to reach your accountant too, change the e-mail on the customer record, in the Customers menu - but note that from then on every invoice for that customer goes to the new address.
[tags: how to send an invoice by email, e-mail, client, clients, how to search for a client, search]