How do I e-mail the invoice or booking confirmation to a guest?
Short answer
Open the saved folio, click the Email Folio icon in the folio header and choose the document (for example Folio, Detail Folio or Reservation Confirmation).
Steps
- Make sure the guest has an e-mail address (guest details > Contact Details).
- Open the saved folio. The Print Folio, Email Folio and WhatsApp icons show only after the first save.
- Click the Email Folio icon. The dialog Email opens.
- Choose a document: Reservation Confirmation (still a reservation), Folio, Detail Folio, Registration Form, Cancellation Report (cancelled), Payment Receipt, Other Charges Report, Guest Interface Link, or one of your Email Templates.
- Wait for Email send successfully.
Automatic sending: tick Email Check-in Folio, Email Check-out Folio, Email Reservation Folio or Email Confirmation Letter in Folio Setting.
Check the result
The message appears and the guest receives the PDF at the home or business e-mail.
Common problems
- Please enter Email Address The guest has no e-mail; add it and try again.
- Nothing arrives: check Email Setting (SMTP / sender) and the guest's spam folder.
- Payment Receipt / Other Charges Report missing: there are no payments or charges.
- For WhatsApp the WhatsApp licence and setting are needed (WhatsApp).
- Messages: Reservation messages (files 07a-07k).