Configuration Guides
 
Library All Configuration Guides

Common

Customer Create/Edit Receipt Customisation Emailing Receipts Statement Customisation

Purchasing/Stock

Purchase Order Customisation Send Purchase Orders Cabinet Identification Shelf Labels

Sales Processing

Capturing Return Reasons Capturing Courier Tags Payment Types

Infrequent

Using Memberships Creating Agency Stores

Advanced

Using QR Codes Custom User Interfaces Automatic Loading

Setup

Managing Lanes Installing Lanes Network Security Enabling HTTPS Automatic Updates System Backups Securing your Systems
Barcode Scanners Customer Displays Public Product List Scales
Email Accounts Websites
Pre Install Planning Creating a Franchise

Multi Retailer

Auto Setup

Addin Options

Multiple Departments Xero Accounting Stock Sync

Emailing Receipts to Customers

In order to use email receipts you must first configure your server with an email SMTP account.

How the Pos Selects who receives an Email

When a sale is completed at the Point Of Sale, it checks to see if a receipt should be printed or emailed. The logic is:

  1. If Receipt prompting is enabled, the staff member is prompted as to whether a receipt should be printed/emailed. If they say no, then no receipt is created regardless of any of the following options
  2. The customer associated with the sale is checked.
    • If the customer has an email address,
    • and is not marked disabled,
    • and has email receipts option ticked
    then this email address receives the receipt.
  3. If the customer has an account associated with it
    • If the account has an email address,
    • and has email receipts option ticked
    then this email address receives the receipt.
  4. If an email address has been selected, then if the setting "Send Email Copy To" has an email address, this address is added to the receipent list
  5. If the sale only contains account payments (that is the customer is paying down their outstanding balance) and the staff member was not prompted at all, then the setting 'Send email of sale is only account payments' is checked.
  6. When the receipt is generated, the POS checks to see if it only contains account payments. If it is only account payments, then any wording such as "Tax Invoice" can be replaced with alternative wording such as "Receipt"

Manually sending an Email Receipt

Any sale can be emailed to any email address from Past Sales, if format prompting is enabled. Select the sale required, and click "Reprint". The Pos will prompt for the receipt format to print the sale with, and this list includes an email option.