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How to email receipts after completing a sale

Objective

To email a receipt to a customer after completing a sale on the Retail POS Sell screen. 

Steps

Email a receipt to a new customer:

  1. Process a sale on the Sell Screen and apply a payment to complete the sale
  2. In the Payment Received screen, tap on the Add a customer to email them a receipt field
  3. Tap on the Add a new customer pop up
  4. Enter the customer's first and last name and the customer's contact email in the relevant fields
  5. Tap Create
  6. Toggle on Email a receipt to "customer email"

Email a receipt to an existing customer with no contact email:

  1. Process a sale on the Sell Screen and apply a payment to complete sale
  2. On the Payment Received screen, tap on Add an email address
  3. Enter the customer's contact email 
  4. Tap Update
  5. Toggle on Email a receipt to "customer email"

Email a receipt to an existing customer with a contact email:

  1. Process a sale on the Sell Screen and apply a payment to complete sale
  2. Toggle on Email a receipt to "customer email"

 

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