The Receipt section of the Profile, accessed from the Register Portal, allows merchants to enable and configure the emailing of Customer Receipts. Setting the ‘Email Customer Receipt’ field to Yes, will display all fields needed to setup email receipts. Once any changes are made to the profile click save at the bottom of the form, and then perform an Update Data on the application to download the new settings.
SMTP Host & Port
The Host Name and Port of the SMTP provider need to be entered by the merchant. This is based on the provider of your email service, for example, “smtp.gmail.com”. To out these details please refer to your email provider.
SMTP Username & Password
The Username and Password fields will be the same as those used to access your emails.
Email From & Email Subject
This is the sender name and email subject that will be seen by the customer when receiving the email. For example the sender could be“My Coffee Shop”, and the email subject could be “Your Email Receipt from My Coffee Shop”.
Email Body
This will be the text that appears in the body of the email, for example ‘Here is your Email Receipt, thank you for your purchase’.
The receipt Image will then be inserted underneath this text.
Merchants are able able to further personalize the Email Subject and the Email Body by using predefined Tokens. These can include information such as the store or staff member name who completed the sale:
- [storeName] – The Store name where the transaction took place.
- [staffFirstName] – The First Name of the Staff Member who completed the transaction on the Register.
- [staffLastName] – The Surname of the Staff Member who completed the transaction on the Register.