Overview
Feature Update:
We’ve rolled out new updates to enhance your receipt printing experience! Check out the sections below to explore the latest features:
This guide walks you through how to configure and send receipts via email or print, both automatically and manually, using your DaySmart software.
Setup Automatic Email Receipts
Learn how to configure your system to automatically email receipts to customers when a ticket is closed. This helps streamline your checkout process and improve client communication.
Desktop
Click the arrow to learn more
Click the arrow to learn more
Use the Messaging & Marketing drop-down menu, and select Configure Appointment Reminders and Notifications
Go to the Receipts tab
Under E-mail Receipt Options, check the box next to Send receipt when ticket is closed.
You also have the option to prompt you each time before it sends
If you would like to customize the email receipt message, click Edit Message under E-mail Receipt Message
Click OK when you're all set
Mobile
Click the arrow to learn more
Click the arrow to learn more
When you close a ticket, you will automatically be prompted to e-mail a receipt to the client.
Enter the client’s e-mail address into the box of the pop-up window that comes up. If the client already has an e-mail on file, it will be filled out automatically for you.
Click the E-mail Receipt button to send the receipt to the address entered and return to the Appointment Book.
Email or Print Receipts After Closing a Ticket
Learn how to email or print receipts even after the ticket has been completed.
Desktop
Click the arrow to learn more
Click the arrow to learn more
Feature Update!
Edit the ticket from the Tickets menu or from the Appointment Book
Click on Special at the bottom right hand corner of the ticket details window
Choose wither Print Ticket, Print Tip Line Receipt, Print Receipt to Credit Card Terminal, or E-mail Receipt from the bottom of the menu
Mobile
Click the arrow to learn more
Click the arrow to learn more
Tap on the closed ticket from the Tickets menu or from the Appointment Book
At the bottom, tap on Receipt
You will have the option to enter the client's email, then tap E-mail Receipt, or tap Print Receipt to send to an AirPrint Printer
Print Receipt From a Clover Device
Feature Update!
A new feature allows you to print receipts directly from the Transaction Approved screen using the credit card terminal—no extra steps needed.
Click the arrow to learn more
Click the arrow to learn more
Complete the transaction as usual.
When the Transaction Approved screen appears, look for the button labeled "Print Receipt to Credit Card Terminal" to send the receipt to the connected clover terminal.
