Emailing receipts

To manage your purchases, receipts can be emailed to clients from various areas of the WellnessLiving system. Review the instructions below to learn how to email receipts from these areas.

NoteIf one client is paying on behalf of another, the receipt will be sent to the email address associated with the payor’s client profile. The name of the client who paid will be displayed on the receipt.

NoteIf the Purchase Receipt or Sales Receipt notifications are deactivated, they won’t automatically appear on the Client Notifications page. To view deactivated notifications, remove the Status filter status filter.

In this article

    To enable or disable email receipts:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Notifications.
    5. On the Notifications menu, click Client Notifications.
    6. Scroll down to the Purchases subheading.
    7. Click the email button next to either the Purchase Receipt or Sale Receipt headings, depending on which ones you want to enable or disable.
      • A Purchase Receipt is sent to the customer when they make a purchase.
      • A Sale Receipt is sent to the customer when a staff member sells them an item at the point-of-sale.

    NoteIf the purchase receipt or sale receipt is disabled, the option to send an email receipt after a transaction can no longer be selected.

    To email a receipt after making a sale:

    1. Make a sale.
    2. Click Email Receipt. A receipt is emailed to the email associated with the client’s account.

    NoteTo make this option available, the Sales Receipt notification must be enabled in the client’s full subscription list.

    To email a receipt to yourself from the Achieve Client App:

    1. See Achieve Client App: Managing past purchases to learn how to email receipts to yourself directly from the app.

    To email a receipt from the client’s profile as a staff member:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.
    3. On the side menu, click Account.
      • On the Account menu, click Passes & Memberships. The client’s active Purchase Options are displayed. This list may be searched or filtered by the status or type of the Purchase Option.
      • On the Account, click Purchases. The client’s recent purchases are displayed. This list may be searched or filtered by date.
      • On the Account, click Transactions. The client’s recent transactions are displayed. This list may be searched or filtered by date.
    4. In the list, find the item for which a receipt should be emailed.
    5. Under Action, click the Action button  and select Email Receipt. A receipt is emailed to the email address associated with the client’s account.

    To email a receipt from the client’s profile as a client:

    1. Log in to the Client Web App.
    2. On the top menu, click My Profile.
      • In the profile menu, click Passes & Memberships. Your active purchase options are displayed. This list may be searched or filtered by the purchase option status or type.
      • In the profile menu, click Transactions. Your recent transactions are displayed. This list may be searched or filtered by date.
    3. In the list, find the item for which a receipt should be emailed.
    4. Click Actions.
    5. Click Email Receipt. A receipt is emailed to the email address associated with your account.

    To email a receipt from the All Transactions Details Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
    4. On the Reports menu, click Sales.
    5. On the Sales menu, click All Transactions Details. The All Transactions Details Report is displayed.
    6. In the list, find the item for which a receipt should be emailed.
    7. Under Action, click the Action button .
    8. Click Email Receipt. A receipt is emailed to the email address associated with the client’s account.

    To email a receipt from your payment history:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Business.
    5. Under Billing, click Payment History.
    6. In the list, find the item for which a receipt should be emailed.
    7. In the Actions column, click the menu button and then, in the list, click View Invoice.
    8. Click Email Receipt. A receipt is sent to the email address associated with your account.
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