Define itemized receipt options

1. From the Sales Methods page, select Daily Sales, Advance Sales, or Group Sales. The record opens.

2. Select the Itemized Receipt Options tab. There are 3 printing options you can make available on the Daily Sales, Advance Sales, or Group Sales page: Print receipt, Email receipt, or No receipt. The Print receipt option is selected by default which is indicated by the green checkmark in the Active column.

To enable Email receipt or No receipt, select the down arrows and select Mark active. To disable a receipt option, expand the row and select Mark inactive. You cannot mark an option inactive if it is set as the default for a delivery method.

3. Before you can enable email receipts, you must configure the email template. Expand Email receipt and select Email template.

4. Enter a Subject, From address, and From name for the email.

5. The Email opening section displays the default text that appears before the itemized information. You can use the HTML editor to update this text.

6. The Email closing section displays the default text that appears after the itemized information. You can use the HTML editor to update this text.

Note: To add an image to the opening or closing of the email, select Edit HTML Source and enter a URL for the image. For example:

<p><img src="https://www.blackbaud.com/images/logo.png" alt="" /></p>

Using the HTML editor, you can change the alignment and resize the image.

7. Select Save.