Digital Invoice (Send invoice PDF to customer via SMS)

Digital Invoice (Send invoice PDF to customer via SMS)

Digital Invoice

Purpose:

 A digital invoice is an electronic version of a traditional paper receipt or bill. Instead of receiving a printed copy at the point of sale, customers receive a secure link to their invoice via SMS. This link directs them to a PDF version of their invoice, which they can view, download, or print at their convenience. This process offers a modern, eco-friendly, and convenient alternative to physical receipts.

System Prerequisites & Setup:

  1.    Print Sync Configuration: Ensure the Easy Print Tool is installed and updated to the latest patch. The Print Sync service must be actively running.
  2.     Install the Visual Basic Power Pack->   Download VISUAL BASIC POWER PACK 
  3.     In Customer Master "Mobile no" should be Mapped
  4.     The invoice must be created and the print trigger must be initiated to prompt the "SMS" delivery.
  5.     Go Alerts Configuration: The SMS alert functionality must be configured within the Go Alerts system.


Go Alerts Configuration:

  1. Login to Alerts: Access the Alerts application.
  2. Navigation: Go to Configuration >> Outlet Config. If multiple outlets exist, select the specific shop.
  3. Feature Selection: Click on Features, then select Bill Invoice.
  4. Save: Click Save to apply the configuration.
NotesImportant Note: Only one option, either Bill Save or Bill Invoice, can be enabled at a time. Both are not supported simultaneously

Idea
For more details: Refer to the Alerts Configuration help document. Alerts Configuration  


TuePOS Configuration:

  1. Navigation: In the TuePos system, go to Tools >> Configuration >> Business Configuration.
  2. Enable Feature: Find the option "Send invoice PDF to customer via SMS" and ensure it is enabled.
  3. Update: Click Save Button to save the changes.

Config


SMS Delivery Status: To check the delivery status of an SMS for a specific bill:

  1. Navigate : Tools >> Integration >> GOFRUGAL Alerts.

  2. Click on SMS History to view the status and customer details.



Success




Sales Report: To review a report of all SMS invoices sent:

  1. Navigate to Reports >> Sales.

  2. Select the SMS Invoice Details report.

Reports


FAQ

  1. How to Skip the default Print

In the Easy Print tool->Print sync ->Enable the "Preview set as default"->save configure.
Default






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