Customer E-mail Receipts

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DISCLAIMER: This article involves Advanced Customizations, which can be technically challenging to get working and is not part of standard support.  This is programming and must be done precisely or the results can be unpredictable.  This information is provided as a service for those who have the technical skills to work through it -- we cannot help you solve any issues with getting it working.  For more information about Advanced Customizations, see the full documentation:

https://campgroundmaster.com/help/overview32.html

 

 

 

Q: Version 9.1 added some standard E-mail Receipt forms for Reservations, but I don't see them for Customers (e.g. through Customer Details, New/Edit Transactions).  Can I E-mail a customer receipt?

 

A: First of all, I hope you understand that using Customer Reservations is dangerous if you don't have a specific need for it -- any transactions added there will not apply to their reservation(s).

 

That said -- there isn't a standard E-mail receipt for Customers, but there's a Sample you can import.

 

1. Go to Maintenance / Advanced Customizations / Forms

 

2. Click the Import Form(s) button, and you'll get a typical Windows file-open dialog labeled "Import Forms".

 

3. You need to locate the sample Forms folder, which is typically C:\Program Files (x86)\Campground Master\Samples (most likely you just need to double-click the "Samples" folder to get there, but you may have to navigate to the C: drive first using the "Look In" drop down at the top").

 

4. Now select the appropriate file : "Sample Forms - E-mail Customer rcpt w transactions v9.1", and click Open.

 

Now you will have an "E-mail Form" button on Customer Details and also Customer Transactions, etc.

 


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