1. Open Paladin Point of Sale.
  2. On the top ribbon, click the Customers module.
  3. In the Customers tab, in the Customer list, select a customer.
  4. In the Contact Information pane, in the Email box, enter an email address.
  5. In the Form Control pane, select Email Statement Copies.
  6. Click Save. When an invoice is created for this customer or when statements are run, the customer will receive an emailed copy.

Note: By default, email statements include a PDF statement and an Excel spreadsheet with this information on separate tabs:

  • Statement Information – store information and statement summary.
  • All Transactions – an itemized list of the customer’s transactions organized by project.

If you do not want to include the Excel spreadsheet, see this KBA: How to turn off Excel attachments for emailed statements

 

If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 7/24/21