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Email A Customer Receipt

Need  an easy way to send a customer a receipt?  Try emailing it!

From the Orders Screen:
To email a receipt to a customer, navigate to the Orders Screen.

Search for the order you wish to email and click on the ticket amount 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 customer profile does not contain an email address, you will be prompted to add one.

Once you click "Save & Send" the receipt will be sent, and the the email address will be saved to the customer's profile automatically.

Here is a sample of the receipt   (Note:  This format was introduced in version 7.7.0. Prior to this version, e-mails were plain text). 

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.  Click here to learn more about configuring outbound e-mail.

Auto Email Confirmation:
You can configure your system in Config > Customers > Customer Setup >
Send Order Confirmation Options to email the customer automatically when an order is placed or dispatched.   Learn More.

Be sure to always save your changes.

Got questions you can't find the answer to here? Let us know so we can improve the help system!    

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