Define Itemized Receipt Options

You can configure which receipt printing options to make available on the Daily Sales, Advance Sales, and Group Sales pages. Printing the receipt is available by default, but you enable emailing a receipt or providing no receipt. For example, you can ask patrons their preference and if they decline a printed or emailed receipt, you can select the No receipt button. This option saves paper and moves patrons through the line more quickly.

You can also specify which receipt option to use as the default for each delivery method assigned to Daily, Advance, and Group Sales. For example, if you make email the default method for all in person sales in Daily Sales, the Email Receipt option will be selected by default on the Daily Sales page. However, if the patron asks for a printed receipt, you can select the Print receipt button instead, if the print option is active. For more information about changing the selected default method, see Edit Receipt Default.

For emailed receipts, you must also configure the email template. The template includes a customizable introduction and closing, and details about the order such as the order number, receipt date, items, prices, discounts, and total. You must enter a Subject, From address, and From name for the email.

If the patron is a constituent, his or her email addresses appear automatically in the email field and you can select which address to use for the receipt. You can also enter an additional email address that is saved to the constituent record and sales order. Select Add email to access the Add an email address screen. This screen is the same one accessed from the Contact tab of the constituent record.