Automated text and email receipts
To set up automatic email and text receipts to be sent after a client completes a purchase, set up Order Receipt setting in Client Notifications.
Sending Receipts at Checkout
When an appointment is checked out, a receipt is automatically emailed to the client. If you've set up text receipts for your location, a text receipt can be sent too.
When checking out a client at the front desk, you'll see a checkbox for "Email receipt" and "Text receipt". If your location has not enabled Text Receipts in Client Notifications, the Text receipt checkbox will not appear.
Here, you can verify with the client whether they'd like to receive their receipt via email, text, or both—and check/uncheck these boxes to match individual client preferences at checkout. Text receipts will only be sent to clients who are opted into receive transactional/operational texts from your business.
Resending or Printing Receipts
Receipts from past appointments can be re-sent by visiting Sales > Orders >
Email Receipt
Text Receipt (if enabled at location level)
Text receipt will be sent if the client is opted into transactional texts from your business.
The button will change to "Sent" to confirm the email and/or text receipt has been sent.
Printing Receipts
If your business has a connected printer and you'd like to print a physical receipt, this is done at the time of checkout or after locating the individual order through the Orders or Payments tab.
In the Checkout window, click Print Receipt OR
Locate the order details by going to the Sales tab and clicking Orders or Payments.
Click the Print Receipt button under the client details
On the pop-up window that appears, click Print
Saving Receipts
Receipts can be saved at the same time as the print option.
Instead of clicking Print, click Open PDF in Preview (or other) at the bottom left of the screen
Click File > Save to name and then Save the receipt as a PDF document
Email Receipt Example
Clients can view their receipt in Client Portal
When a client clicks the link in their text receipt, they'll be directed to view their receipt in their Client Portal.
Clients can also view receipts for any past appointments from the Client Portal.
When client clicks to view appointment history and clicks into a specific appointment that has been completed, there's a "View Receipt" link.
