How to: Email a POS Receipt

Learn how to easily email a POS receipt to guests during or after a transaction, reducing print costs and improving record-keeping.

Summary:

This article walks you through how to email a POS receipt to a guest, either at the time of purchase or after the transaction. This feature allows parks using the native Campspot POS to send digital receipts, reducing print costs and making it easier to track guest purchases.

Emailing a POS Purchase Receipt

POS users can send itemized receipts directly to guests via email. The email will include receipt details in the body and a link to download a PDF version. This provides a seamless way to communicate purchases and reduces the need for paper receipts.

There are two ways to email a receipt:

1. During the transaction – Send the receipt immediately when completing a transaction.
2. After the transaction – Locate a past receipt in POS History and send it via email.

Follow the steps below to email a receipt using either method.

Email a POS Receipt During the Transaction

To send a POS receipt during checkout, follow these steps:

1. Add items to the cart.
2. Add a customer to the sale (Recommended) by searching the "Add Customer to Sale" field. This ensures the receipt is linked to a Guest Profile.
3. Click Check Out.
4. On the Payment pop-up, choose how to send the receipt:
   • Send to customer on file – Available if a Guest Profile with an email address was attached to the purchase.
   • Send to other email – Select if no guest was attached or if the customer prefers a different email.
     
5. Select one of these options by checking the box.
6. Click Submit Payment to finalize the purchase and send the email receipt.

Preview an audio-free example below.

Email a POS Receipt After the Transaction

To send a receipt after a purchase has been completed:

1. On the POS screen, click History in the Receipts box (right side of the screen).
2. Use the Search box to find the receipt.
   • Use Advanced Search Options to filter by Customer Name, Product Name or SKU, or Transaction Date.
3. Click on the receipt to open it.
4. At the bottom of the receipt, click "Email Receipt."
5. On the Send Receipt pop-up, choose how to send the receipt:
   • Send to customer on file – If a Guest Profile was attached to the purchase.
   • Send to other email – If no guest was attached or the customer wants to use an alternate email.
6. Click "Send Receipt."

Additional Details & Best Practices

• The email receipt includes the transaction details and a link to download the receipt as a PDF.
• PDF receipt links expire after 30 days. If a guest needs a receipt after that time, you will need to resend it.
• No additional cost is associated with using this feature.
• This feature helps reduce print costs and supports a shift toward paperless transactions.
• The email receipt option is automatically available in POS checkout and receipt history.
• To send a receipt to an existing guest’s email, the guest must be added to the sale at the beginning of the transaction.

This feature enhances guest experience and simplifies receipt management, making it easier for both parks and guests to keep track of purchases.