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Sending Receipts
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago

These instructions will help you send receipts by e-mail to your clients from the software or Remote Access website/app

Setup Automatic Email Receipts from the Desktop

  1. Use the Messaging & Marketing drop-down menu, and select Configure Appointment Reminders and Notifications

  2. Go to the Receipts tab

  3. Under E-mail Receipt Options, check the box next to Send receipt when ticket is closed.

  4. You also have the option to prompt you each time before it sends

  5. If you would like to customize the email receipt message, click Edit Message under E-mail Receipt Message

  6. Click OK when you're all set

Email or print receipt after ticket has been closed

  1. Edit the ticket from the Tickets menu or from the Appointment Book

  2. Click on Special int he bottom right hand corner of the ticket details window

  3. Choose wither Print Ticket, Print Tip Line Receipt, or E-mail Receipt from the bottom of the menu


Mobile App Email Receipts

  • When you close a ticket, you will automatically be prompted to e-mail a receipt to the client.

  • Enter the client’s e-mail address into the box of the pop-up window that comes up. If the client already has an e-mail on file, it will be filled out automatically for you.

  • Click the E-mail Receipt button to send the receipt to the address entered and return to the Appointment Book.

Email or print receipt after ticket has been closed on Mobile

  1. Tap on the closed ticket from the Tickets menu or from the Appointment Book

  2. At the bottom, tap on Receipt

  3. You will have the option to enter the client's email, then tap E-mail Receipt, or tap Print Receipt to send to an AirPrint Printer

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