Send a receipt by email

Overview

This article guides you through the process of sending a Point-of-sale receipt to a Member via email.
The article is divided into the following seven topics:

Prerequisites
   Role
   Scope
Use case
Navigation
   Branch level
Send a receipt by email

 

Prerequisites

Role

Your Role must have the Manage sale Permission.

 

Scope

To send a receipt, you must have a Role within the Branch the Member "Belongs to" (their Home branch).

 

Tip: More information can be found here:

What are roles
What are permissions

 

Use case

The Shopfront enables Staff members to record point-of-sale (PoS) Transactions when selling Products to Members in-house. Receipts for any sale or refund of a Product can be sent to the Member via email.

 

Navigation

Receipts are sent via Branch level:

 

Branch level

To send a receipt via email:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)

Click on Transactions

Click on All

All Transactions within the Branch are listed:

 

You can also send receipts via their Member profile:

Navigate to Branch level (dark coloured menu)
Select a Branch (optional)

Click on Members

Select Transactions

All Transactions the Member has made are listed:

 

Send a receipt by email

To send a Point-of-sale receipt to a Member via email:

		Select the transaction Click on the date and time of the receipt you wish to send:
		Enter the email address the Member wants the receipt sent to Note: The email address is pre-populated with the Member's email address if the Member was associated with the Transaction at Point-of-sale. It can be changed if the Member prefers it is sent elsewhere.
		Click Submit