You can email receipts to clients to manage purchases. Review the instructions below to learn how.
Key tips before you begin
Key tips before you begin
If a client is paying on behalf of another, the receipt will be sent to the client that paid. The name of the client who paid will be displayed on the receipt.
The Sales Receipt notification must be enabled in the client’s full subscription list.
If the Purchase Receipt or Sales Receipt notifications are deactivated, they won’t automatically appear on the Client Notifications page. To view deactivated notifications, remove the Status
filter.
Enable or disable email receipts
Enable or disable email receipts
To enable or disable email receipts, follow these steps:
Click the App Drawer button
then click View All > Setup > Notifications > Client Notifications.Scroll down to the Purchases subheading.
Click the email button
next to either the Purchase Receipt or Sale Receipt headings, depending on which ones you want to enable or disable.A Purchase Receipt is sent to the customer when they make a purchase.
A Sale Receipt is sent to the customer when a staff member sells them an item at the point-of-sale.
Note: If the purchase receipt or sale receipt is disabled, the option to send an email receipt after a transaction can no longer be selected.
Email a receipt after making a sale
Email a receipt after making a sale
To email a receipt after making a sale, follow these steps:
Click Email Receipt. A receipt is emailed to the email associated with the client’s account.
Email a receipt from the client’s profile
Email a receipt from the client’s profile
To email a receipt from the client’s profile as a staff member, follow these steps:
On the Top Nav Bar, click the Search
button, enter the client’s information, and click their name to access their client profile.On the side menu, click Account.
On the Account menu, click Passes & Memberships, Purchases, or Transactions.
In the list, find the item for which a receipt should be emailed.
Under Action, click the Action button
and select Email Receipt.
Email a receipt from the All Transactions Details Report
Email a receipt from the All Transactions Details Report
To email a receipt from the All Transactions Details Report, follow these steps:
Click the App Drawer button
then click View All > Reports > Sales > All Transactions Details. In the list, find the item you want to email a receipt for.
Under Action, click the Action
button.Click Email Receipt.
Email a receipt from your business's payment history
Email a receipt from your business's payment history
To email a receipt from your business's payment history, follow these steps:
Click the App Drawer button
then click View All > Setup > Business > Payment History.In the list, find the item you want to email a receipt for.
In the Actions column, Action button
and select View Invoice.Click Email Receipt.