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Sending Sales Receipt To Customer's Email Scenario (Electronic Receipt/Digital Receipt)
Sending Sales Receipt To Customer's Email Scenario (Electronic Receipt/Digital Receipt)

Several scenarios for sending digital receipts/electronic receipts in the Sell menu of DealPOS

Teguh Warsono avatar
Written by Teguh Warsono
Updated over a week ago

A sales receipt is proof of a transaction issued by the seller to the buyer as evidence that a product or service has been purchased. This receipt typically includes transaction details such as the items or services purchased, price, quantity, and transaction date. Sales receipts can be in physical form (printed) or electronic form (sent digitally).

In DealPOS, digital/electronic receipts can be sent via email. There are three methods for sending digital receipts from DealPOS to an email. The steps for each method can be found in the following article:


I. Automatically After a Sell Transaction

The first method allows us to send receipts automatically after a transaction occurs. Follow these steps to do so:

Step 1. Go to Setup, click the More menu, then click Module

Module Menu

Step 2. Click the Sell tab, go to the Order Complete menu, and set Email Receipt to 'Yes'

Config email
Email Receipt Config

Step 3. Create a Sales Transaction

When we create a sales transaction, the sales receipt will be automatically sent to the customer's email.

Create transaction

Note:

Ensure that the customer's contact information includes an email address.

Customer contact

II. Manually After a Sell Transaction

In the second method, we can manually send the receipt to the customer's email after the transaction is created.

Step 1. Go to Sell and create a transaction

Here, we do not enter the customer's name.

Step 2. Manually type the email and then click Send Receipt

Note:

If the customer's contact already has an email, you only need to click 'Send Receipt' without retyping it (it will be automatically filled in).


III. Resend After the Transaction is Created

In the third method, we can resend the sales receipt that has already been created to the customer's email.

Step 1. Go to the Orders menu - Customer Invoice, then click the Receipt Number

Step 2. Click next to the Invoice button, then select 'Email Receipt'

Step 3. Enter the customer's email, then click 'Ok'


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DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.

With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).

dealpos-trial-indonesia

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