How to E-Mail or SMS a receipt to a customer

How to E-Mail or SMS a receipt to a customer

 For Transactions from a Previous Day

If a customer reaches out about a purchase from earlier in the week or month, you’ll need to head into your reporting.
  1. Open the Settings menu in your Point of Sale (POS).

  2. Navigate to Reports and then select Transactions.

  3. Filter or search for the specific date of the purchase.

  4. Locate and select the transaction in question.

  5. Select View Original to pull up the full details.

  6. Highlight the payment line item.

  7. Choose your delivery method: Email or Text Message.




 For Today's Transactions

If the customer is still in the building or visited earlier today, the process is much faster.

  1. Select the Tickets tab from your main screen.

  2. Choose the specific ticket you need to send.

  3. Highlight the payment line item.

  4. Select either Email or Text Message to send the receipt instantly.



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