Email A Customer Receipt (version 8.1+)
From the Orders Screen:
To email a receipt to a customer, navigate to the Orders Screen using the clipboard icon
.
Search for the order you wish to email and click on the ticket total to bring up the full review screen.
At the bottom of the full review screen, click the "Email Receipt" button.
If the customer profile has an email address then the email will send.
If the ticket does not have an associated an email address, you will be prompted to add one. This will be added to the customer's record if a customer is attached to the ticket.
Once you click "Send" the receipt will be sent.
Here is a sample of the receipt
How do you capture customer signature? Use our Dr!ve app, rear display, or on-screen signature capture. Learn more.
NOTE: You may need to set up your system to send e-mails. This is done in Configuration > Marketing > Order Confirmations
Search for the order you wish to email and click on the ticket total to bring up the full review screen.
At the bottom of the full review screen, click the "Email Receipt" button.
If the customer profile has an email address then the email will send.
If the ticket does not have an associated an email address, you will be prompted to add one. This will be added to the customer's record if a customer is attached to the ticket.
Once you click "Send" the receipt will be sent.
Here is a sample of the receipt
How do you capture customer signature? Use our Dr!ve app, rear display, or on-screen signature capture. Learn more.
NOTE: You may need to set up your system to send e-mails. This is done in Configuration > Marketing > Order Confirmations
Here you can also configure the system to email the customer automatically when an order is placed or dispatched.
Be sure to always save your changes.
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