Setting Up and Sending Email Receipts

Setting Up Email Receipts

1. Configure Email Settings

1. Navigate to the Setup and Configuration section from the navigation panel.

2. Go to the General tab and select Business.

3. Ensure that your business email address is entered in the designated field.

   • Note: Without an email address entered, email receipts cannot be sent.

4. Save your changes.

2. Enable Email Receipts

1. Go to the Sales tab..

2. Select Receipt settings.

3. Review and customize the Receipt Message if necessary.

4. Check the box labeled Email Receipt to enable this feature.

5. Click Done to save.

Sending Email Receipts

1. During a Sale

1. Process the client’s purchase through the Point of Sale system.

2. At checkout, click Finish Sale.

3. If the client’s email address is not already stored, enter it in the provided field.

4. Click Email to send the receipt.

2. After a Sale

• If a client requests a receipt later:

  1. Go to the Point of Sale.

  2. Select Transactions (bottom left corner).

  3. Locate the required transaction.

  4. Right-click on the transaction and select Email Receipt.

  5. Confirm or enter the email address and send the receipt.

Managing Client Email Information

• Email addresses entered during transactions are saved in the client’s profile for future use.

• You can view and update client email information by accessing their profile.

Key Takeaways

• Always ensure your business email address is correctly configured to enable email communications.

• Customize the receipt message to suit your branding and client engagement needs.

• Client email addresses entered at the point of sale are stored for convenience in future transactions.