Under Reports you control how the Pos sends receipts and invoices to customers by email. Here you specify the sender address, the displayed sender name, and templates for the email subject and body. The "send as email" function in the Pos only becomes available once the sender address has been filled in.
1. Open the hamburger menu in the top left corner of Sapera and select Financial. 2. Go to Setup → Settings → Point of Sales → Reports.
The user must have access to Financial to see the settings.
Sender Email: The email address the Pos sends receipts and invoices from. Customers typically cannot reply to this address. The field is empty by default, and it is mandatory: if it is empty, no emails can be sent from the Pos — the "send as email" button only becomes active once a sender address has been filled in. If the store wishes to send from its own email domain, contact the sales department.
Sender Display Name: The name shown as the sender on emails from the Pos. Typically the store's name is entered here, for example "Demo Butik A/S". Used together with the sender email. The field is empty by default.
BCC Recipient: If the store wants a blind copy (BCC) of all emails sent from the Pos, the store's own email address is entered here. The copy is hidden from the customer. The field can be left empty if no copy is wanted.
Both templates support a number of placeholders that are automatically replaced with information from the specific sale when the email is sent: %SaleIdentifier% (sale/invoice number), %CustomerName% (the customer's name), %CustomerIdentifier% (customer number) and %SaleTotal% (the sale's total amount).
Sale Invoice Subject Template: Template for the email's subject field. The placeholders above are replaced on sending. The field is empty by default. Example: `Invoice %SaleIdentifier% attached`.
Sale Invoice Body Template: Template for the email text itself. The field is multiline, and HTML can be used — for example `<br>` for a line break. The same placeholders are available and are replaced on sending. The field is empty by default. Example: `Dear %CustomerName%<br><br>Please find attached invoice %SaleIdentifier%.<br><br>Kind regards<br>Demo Butik A/S`.
Want to know more?
Read more in these related articles:
Day-end closing
Walkthrough of the day-end closing's list view and edit view in the Pos app: columns, actions, fields, states, error scenarios and permission requirements.
SMTP server
Set up an SMTP server in Sapera so the system can send emails such as order confirmations, customer messages, signature invitations and payment links.
