Digital Receipts is a feature of POS 2.0 that gives you the ability to email a PDF copy of the receipt to cash customers and print the receipt, regardless of whether or not they have an account set up in your system. In other words, with this method, you do NOT have to configure accounts to receive email receipts. When ringing up a cash sale (using the default customer from option 330 "Default Customer Number"), the system prompts the clerk to ask the customer if they want to receive an emailed receipt and whether the receipt should be also printed.
Verify that the following options are enabled on your system.
iNet e-mail POS invoices on system (ID# 5784)
POS 2.0 Digital Receipts on System (ID# 1012)
In Options Configuration, verify that the options are set to Yes. If either option is set to No, contact the Eagle Advice Line at (800) 322-3077. For help with the Options Configuration window, click here.
In Customer Maintenance, display your default cash customer. Click the Misc tab, and in the E-mail Invoice/Credit field, select R (Email pdf receipt only) or S (Email pdf receipt and text detail), and click Change (F5). Note: You can use R or S on any account in Customer Maintenance to which you want to have receive an emailed pdf of the receipt instead of an invoice.
Use option 1737 “Do receipts emailed to cash customers also print?" to determine if emailed receipt should be also printed. The following choices are available for this option:
Y - If you always want the emailed receipt to be printed (the default to preserve current behavior).
N - If you never want the emailed receipt to be printed.
P – If you want the clerk to ask the customer if they want a printed receipt (answer will default to Yes).
X – If you want the clerk to ask the customer if they want a printed receipt (answer will default to No).
Regardless of how this option is set, the receipt will always appear on the Electronic Journal as well as the Document Archive.
If you want the cash customers' email addresses to be added to Note Type 11 of your Default Cash customer, set option 9791 “When emailing digital receipt to cash customer capture their address?” to Yes. Any email address entered in the Email Receipt? dialog (see step 2 below) will be added to Note Type 11 for the default cash customer. Duplicates are not added again. The captured email addresses are then available in ODBC or in Epicor Compass Analytics.
If you want cash or loyalty customers that exist in Customer Maintenance who are not yet set up to receive emailed receipts to be asked during their next purchase if they want their receipts emailed, set option 9783 "Ask cash/loyalty customers if they want receipts emailed?" to Yes. Also set option 3541 “E-mail format for cash/loyalty customers” to the format you would like the system to use when emailing the receipt to the cash/loyalty customer.
When option 9783 is set to Yes, if the customer's E-mail Invoices/Credits flag in Customer Maintenance is blank which means “Ask if they want receipts emailed,” then their next purchase, the clerk is prompted to ask them if they want to have their receipts emailed to them. The following three actions are available in the "Email Receipt?" dialog:
If the customer wants to receive an emailed receipt, the clerk asks them for their email address (it defaults to first email address in Note Type 11 if one exists) and presses <Ok> or clicks <Enter> . When the transaction is completed, they receive their receipt by email (using the format specified in Option 3541 "E-mail format for cash/loyalty customers"). That email address will be added to their Note Type 11 and their E-mail Invoices/Credits field in Customer Maintenance will be set to email all future receipts to them in this format.
If the customer is not clear with a response, the clerk can decline only the current operation by pressing <Esc> or clicking <Cancel>. Next time the customer shops the clerk will be able to ask them again if they want receipts to be emailed.
If the customer declines to receive an emailed receipt, the clerk clicks <Never>, flagging the account to never receive receipts by email, and don’t ask again. Their E-Mail Invoices/Credits will be set to N ("Do not email, do not ask so" that they will not be asked again on future purchases).
If a cash or loyalty customer is already set up to receive emailed receipts, and they have multiple email addresses in Note Type 11, the system emails the receipt to the email address entered in their "Authorized Name" if one was selected for that transaction. If there is not an Authorized Name on the transaction (or there is but the name has no email address attached to it), the email is sent to all addresses in Note Type 11.
In POS, ring up the transaction as you normally would.
If you used the default
cash account to ring up the sale (the account listed in option 330),
upon totalling the transaction, the Email Receipt dialog displays.
Type the customer's email address, and press Enter.
If the cash customer information dialog is configured to display, this
dialog displays right after it.