Note: Your location must have the Email Receipt setting enabled (Admin > System Settings > POS Settings > Defaults).
To email a copy of the receipt from a previous transaction
- Locate the appointment using one of the following ways:
- If the appointment was on a past date and the cash float activity was closed, then navigate to Appointments > Advance Search > Select Closed in the Search By field and enter the customer's name in the corresponding field.
A list of closed transactions for the customer appears. - If the appointment was closed on the current date and the cash float is open, then navigate to Front Desk > Customer Check-out > Select the Closed Transactions radio button.
A list of transactions closed for the day appears.
- If the appointment was on a past date and the cash float activity was closed, then navigate to Appointments > Advance Search > Select Closed in the Search By field and enter the customer's name in the corresponding field.
- Click Print Receipt in the applicable appointment row.
The Payment screen appears. - Click Email Receipt.
The Email Receipt window opens displaying by default the email address registered for the guest in the Customer Profile.
Important: The Email Receipt option will not display for transactions that do not have the guest's name associated with the transaction. - Verify that the displayed email address is accurate or enter a new email address.
- [Optional] Click Save this email on customer's profile to save the email address in the Customer's Profile.
- Click Send.
A pop-up appears confirming that the receipt is emailed to the guest.
To email the receipt immediately while taking payment, read How do I email a receipt when my guest checks-out?