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Sending Sales Receipt To Customers Emails (Electronic Receipt/Digital Receipt)

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

Written by Giovan
Updated today

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 usually 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 or electronic receipts can be sent via email. There are three methods to send digital receipts from DealPOS to an email. The steps for each method are explained in the following article:


I. Automatically After Making Sales Transaction

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

Step 1. Go to Settings, Then Module, Then Sell

Tick on Email Receipt option to enable it

Sell module

Note:

Make sure that Default Receipt Contact is already set to Email.

order complete

Step 2. Create a Sales Transaction

When you create a sales transaction, the sales receipt is automatically sent to the customer's email.

transaction success

Note:

Make sure the customer's contact information includes an email address.

Customer contact info


II. Manually After Making Sales 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, you do not need to enter the customer's name.

sell menu

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

send receipt after sell

Note:

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


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

orders-customer invoice

Step 2. Click the button next to E-Receipt, then Select Send via Email

send via email

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

send email


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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).

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