When it comes to providing receipts to your customers, we know that you need options. Receipts for cash or check payments? We’ve got you covered. Receipts for credit card payments? Do you want a customer copy, a merchant copy, or both? No receipt at all? We can do that, too.
Now, iClassPro gives you the ability to preconfigure your receipt options, so you don’t have to go through the trouble of selecting them each time. Simply go to SETTINGS, then TRANSACTIONS. Click on the Configure Receipt Options button to view the different settings available. Click Enable Print Receipt Prompt When Saving a New Payment to have the dialog box display each time a new payment has been made. Simply leave the option unchecked if you don’t want it.
After enabling this setting, you will now be prompted with a dialog box for the Printed and Emailed receipt options when creating a New Payment. Your default preferences will be automatically selected; simply make any changes necessary and click Yes to print, or click No Thanks to skip printing a receipt altogether.
Receipt Options and Workflow
Saving a payment now gives staff members a prompt to encourage them to ask whether customers would like a physical or emailed copy of a receipt from the transaction. We highly recommend using at least one of these options for each payment.
Want to set a default action for your staff to avoid extra clicks? Now you can!
Settings > Transactions > Configure Receipt Options
Under your settings, in the Receipt Options area, you can choose whether to print and/or email receipts by default for transactions.
You will also notice a separate Credit Card Transactions area, which will allow you to default whether to print a customer copy and/or a merchant copy (for signature) of the receipt after taking a credit card payment.
NOTE: The default options you choose in this window will change what fields are selected by default in the new receipt prompt. Your staff members will still have the option to select any variety of actions at the time of the transaction based on feedback from your customer.
Lastly, the Footer Text is your opportunity to add custom text to the bottom of the receipt to inform your customers about promotions, customer service surveys, business reviews, social media channels and more! It's also a great place to thank them for their business!