Email a Customer Receipt

Email a Customer Receipt

October 01, 2024October 01, 2024

Learn how  to send a receipt to a customer's email after a transaction is completed. This feature can be a great way to save receipt paper and ensure your customers always have access to their receipts.

Image showing access to the Register app to email a customer receipt.

To access this feature, log into your Bottle POS app and navigate to the Register tab.

 

Emailing a Receipt to a Customer

Please Note: The customer must exist in the software if they'd like to receive an emailed copy of their receipt. If a customer record does not already exist for the individual or if you do not create one for them on the fly, you will be unable to email a receipt.

Image showing the Register app where you can select to email a receipt to the customer email address on file.

Follow these steps to email a customer their receipt:

  1. Assign a customer to the sale. Enter the customer's phone number in the Customer Mobile box on the left side of your Register. Use the table below for your next step(s):

Does the customer already exist in your system?

Then:

Yes
  1. Verify their email address is correct in the Customer Info window that opens.
  2. Click Edit to either add or update their email address as necessary in the Customer Details window.

No
  1. A message will open indicating that the customer cannot be found.
  2. Click the Create New Customer button. The Customer Details window will open.
  3. Enter their name, mobile phone number, email address, and any other details they give you or that your business requires.
  4. Click Save. The Customer Info window will open.
  5. Click OK if everything looks correct. Otherwise, click Edit to make additional changes in the Customer Details window.
  1. Check the Email Receipt check box. (This check box is not available to select if the customer does not have an email address on file.)
  2. Add items to the transaction, if you haven't done so already.
    Image showing the checkout button of the BottlePOS Register.
  3. Click the Checkout button in the lower right to complete the sale, as pictured above. The receipt will be sent to the customer's email inbox and will look similar to the image shown below.
    Image showing an example of an emailed receipt. 

 

Related Topics

Working with Customers in the Register

Ringing Up Sales with the POS

 

Frequently Asked Questions

Q: Can I email the receipt and print it?

A: Yes. Whether or not the system prints the receipt is dependent on the printer settings and is not reliant on the receipt being emailed.

 

Q: Can I email the receipt without saving the customer details into my system?

A: No. The customer must be saved in the system for the receipt to be emailed to them.

 

Q: Will the system verify that the email address on file is valid?

A: No. The system cannot verify the validity of an email address. Optionally ask the customer to confirm their email address on the screen.

 

Q: I have a question, but I can't find my answer here, how do I get more assistance?

A: You can ask any question at the number below. Contact our 24/7 support team at: (877) 381-4087

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