Sales
To send a purchase refund to the supplier via email
- Select “Purchases” from the navigation menu.
- Select “Purchase Refund”.
- Click the more options button in the required Purchase Refund Invoice row.
- Select “Email to the Supplier” using the drop-down menu.
- Note that there has to be a supplier registered email address in their file.
- For more information, please refer to the tutorials “Adding a Supplier” or “Editing a Supplier” accordingly.
- Note that there has to be a supplier registered email address in their file.
- Input the email details
- To: The supplier’s email address; automatically added based on the registered email address in their file.
- Subject: Input the email subject and edit as required using the “Placeholders” list.
- CC: Input the CC email address as required.
- BCC: Input the BCC email address as required.
- “Send a Copy to my business Email Address” Checkbox: Tick the checkbox as required.
- Edit the email “Body” as required using the “Placeholders” list.
- Attach documents in “Attachments” as needed.
- The checkbox “Attach Purchase Refund” is checked by default.
- Click the button “Send“.