The Sales Receipt App Preferences screen can be accessed from your dashboard by clicking on the vertical ellipsis [
] on your Sales Receipts App and selecting Preferences.
When a sales receipt is created, you are given the option to print or email it to the customer or lead it's been assigned to. This screen will set those defaults.
Email Outgoing Activity Type: When an email is sent to the customer via the Email button, an activity is created. The activity type is set to this dropdown.
Email Notification Template: Email Template used when clicking the Email button on the sales receipt, which sends an email to the customer. To edit this template, go to Method]'s Send Email App, and select Edit Templates.
Print Template: When the Print button is clicked on the invoice, a PDF file will be created and will use the template chosen here. To edit this template, you need to use Method's Web Report Designer tool.
SMS Notification Template: This is the template used for the SMS message that can be sent out from the transaction. To see a preview of what it will look like, click the Preview button. Note: Do not change
Company.CompanyNamenorUrlforPortal. Those will be replaced by your company name and a link to the customer's portal.
NOTE: If a template dropdown is left blank, a default template is used.