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C
chunter-globalre
May 7, 2024
Question

How do I text a sale receipt if a customer wants one after checking out?

  • May 7, 2024
  • 1 reply
  • 0 views
We have a little thrift store and when customers pay it gives me an option to text or email a receipt.  How do I set that up?

1 reply

G
GlinetteC
May 7, 2024
I can show you how to send a sales receipt in QuickBooks Online, chunter.
 
Sending a sales receipt via text is unavailable. However, you can download it and send it as an attachment by email to your customer.
 
Additionally, you can enter the customer's email address from their profile so that any sales forms (such as invoices or sales receipts) you create for that customer will be automatically sent to their email address, and ensure they receive the sales forms promptly and eliminate the need for manual email sending.

I'll show you how to do it.
 
  1. Navigate to the Sales tab and select Customers.
  2. Choose the customer whose profile you want to update.
  3. On the customer's profile page, locate the Edit button and click on it.
  4. In the Email field, enter the customer's email address.
  5. Click on the Save to save the changes.

 

In addition, if you prefer to personalize your sales forms in the future, this resource will assist you according to your preferences: Customize invoices, estimates, and sales receipts in QuickBooks Online.
 
If you have further questions about managing your sales forms or other relevant concerns, please add them in the comment below. I'll be here to assist.
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