Receipts

WebWorkstationMobile

Receipts can be sent by email or text message after payment. Workstation can also print receipts when a receipt printer is configured.

Permission Required

You need access to the sale or transaction. Receipt printing requires Workstation and receipt printer configuration.

Send A Receipt After Payment

After a payment succeeds, Salespoint shows Payment Successful.

From that screen you can:

1. Enter an email address or phone number.
2. Select Send Receipt.

If the sale has an attached customer with email or phone information, Salespoint can also show:

• Send to [customer email]
• Send to [customer phone]

If the sale is fully paid and closed, select New Sale to clear the register. If a balance remains, select Return to Sale.

For a closed sale with an attached customer, Salespoint may also show New Sale for [customer name] and Visit [customer name] in CRM.

Print A Receipt

On Workstation, the payment success screen shows Print Receipt when receipt printing is available.

1. Complete the payment.
2. Select Print Receipt.
3. Wait for the printer to receive the receipt.

You can also print a receipt later from ZynoSales > Transactions when using Workstation.

Workstation

Receipt printing requires ZynoWorkstation, a configured receipt printer, and receipt printing enabled for Salespoint.

Send A Receipt From Transactions

Use this when the sale is already closed.

1. Open ZynoSales > Transactions.
2. Select the transaction.
3. Open the more-actions menu.
4. Select Send receipt.
5. Enter an email address or phone number.
6. Select Send Receipt.

Depending on your platform, the transaction actions can also include Print receipt and View receipt.

Valid Receipt Destinations

Destination	Format
Email	A valid email address, such as customer@example.com.
Text message	A 10-digit US phone number, with or without formatting.
Receipt printer	Workstation printer option when available.

Common Issues

Problem	What To Check
Receipt destination is rejected	Confirm the email or phone number is valid.
Customer quick-send buttons are missing	Attach a customer with an email address or cell phone number.
Print Receipt is missing	Use Workstation and confirm a receipt printer is configured.
Customer did not receive a text receipt	Confirm the number is a valid cell number and was entered correctly.

Related

• Processing Payments
• Transactions
• Receipt Printers
• Customer Association