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:
- Process a sale on the Sell Screen and apply a payment to complete the sale
- In the Payment Received screen, tap on the Add a customer to email them a receipt field
- Tap on the Add a new customer pop up
- Enter the customer's first and last name and the customer's contact email in the relevant fields
- Tap Create
- Toggle on Email a receipt to "customer email"
Email a receipt to an existing customer with no contact email:
- Process a sale on the Sell Screen and apply a payment to complete sale
- On the Payment Received screen, tap on Add an email address
- Enter the customer's contact email
- Tap Update
- Toggle on Email a receipt to "customer email"
Email a receipt to an existing customer with a contact email:
- Process a sale on the Sell Screen and apply a payment to complete sale
- Toggle on Email a receipt to "customer email"