Usually, some customers do not want a printed invoice, if so the invoice can be sent via email. When sending an invoice via email, we can also ask for customer feedback on our store.
This article will explain step by step how to send transaction receipts from an outlet by email to your customer and get your customer database. With this feature, you can analyze who came and buy a product in your shop frequently.
From here you can see direct feedback from customers in real-time because when your customer receives a receipt by email, they can immediately give feedback to you.
Step 1. Go to Sell, then Make Transaction
Notes :
Input customer who has an email to send the receipt.
Step 2. Process Payment to Complete Transaction
Step 3. Send Invoice to Customer Email
After the transaction is done fill the email field then send the receipt.
Step 4. Invoice was Sent to Email
Step 4. Check Inbox Mail (for Customer), then Select Rate Experience
Step 5. Fill Shopping Experience and Comments, then Click Submit
Step 6. View Customer Comment in Contact (Comment Tab)
You can see the comment list in contacts, comment list.
[Tutorial Video] Customers Feedback
You might also like to read these articles below :
To add new customers and suppliers individually, you can check this article Add New Customer & Supplier
To add new sales person, you can check this article Add New Sales Person
If you want to create a customer group for multiple customers, you can check this article Create Customer Group
To add member exclusive for outlet, you can also check this article Member Exclusive for Outlet
If your customer turns out to be your supplier too, you only need to make 1 contact, you can check this article Assign Customer Contact as Supplier
