A View button allows you to email all the documents created when taking a payment. You also have the option of physically printing and emailing the Sale Bundle and receipt.
The following steps guide you through the process of emailing all documents when accepting a payment:
1. From Customer Account Management, enter the customer’s payment information.
The Customer Account Management window asks you whether you’d like to receive a copy of the sale contracts, gate pass, and floor plan advice sheets (see Figure 1).
2. Click on Yes.
The Output Destination window appears. The Printer option is selected by default (see Figure 2).
3. Click on OK in the Output Destination window.
The gate pass is sent to the gate pass printer, and the payment is recorded. If an email and/or fax is in your printer setup, a second Output Destination window appears. The Printer option is again selected by default.
4. Select the E-mail option and then click on OK.
The E-Mail Bill of Sale Bundle window appears. A second View button is available (see Figure 3).
5. Click on the View button.
The emails associated with the accounts and the representatives appear (see Figure 4).
6. Select your recipients and then click on the Select button.
The email addresses are populated.
7. Click on OK to send the emails.
