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Email account summaries to customers
Email account summaries to customers

How do I email an account summary to a customer or save a copy to attach to an invoice?

Brent Wimmers avatar
Written by Brent Wimmers
Updated over a week ago

Printing/saving account details from your Bustle Hub...

Even when you have already settled the account on the iPad, you can still access itemised account details on your Bustle Hub under Accounts > Active Accounts.

Using a desktop or laptop computer and a standard printer (optional), you can open up the breakdown or summary of the account - so it pops up the details on the right of the screen.

Once you have opened the breakdown or summary, press command + P (or ctrl + P for Windows) to bring up the print window screen. If you have a standard printer you can print the account summaries. Alternatively, you can select Save as PDF from the Destination drop down and save it to your computer. You can then email the saved PDF as an attachment.

Print Account from posBoss management site

Using this information for an invoice?

Please note: Bustle do not create invoices for accounts. This should be done in your financial system which has all the information you need to create invoices.
We supply an itemised summary that can be used as additional information for your invoice.

Printing the account summary can be done using the processes above, or at the time you settle the account for invoicing. You can settle the account by using the payment type called Clear Balance. Using this process you are prompted to print one or two summary dockets - but in this case, saving as a PDF from your Bustle Hub would give you an attachment to send with your invoice.

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