Emailing receipts

To make managing your purchases quick and simple, 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.

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To enable or disable email receipts:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Notifications.
  4. On the Notifications, click Client Notifications.
  5. Scroll down to the Purchases subheading.
  6. Click the mail 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 will no longer be available.

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 Search and type the client’s information in the box. You can type the client’s name, phone number, email address, UID, or client ID.
  2. In the list that is displayed, click the appropriate client.
  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 Portal.
  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 Reports.
  3. On the Reports menu, click Sales.
  4. In your list of reports, click All Transactions Details. Your All Transactions Details Report is displayed. This report may be searched or filtered by date.
  5. In the list, find the item for which a receipt should be emailed.
  6. Under Action, click the Action button .
  7. 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 Setup.
  3. On the Setup menu, click Business.
  4. Under Billing, click Payment History.
  5. In the list, find the item for which a receipt should be emailed.
  6. In the Actions column, click the menu button and then, in the list, click View Invoice.
  7. Click Email Receipt. A receipt is sent to the email address associated with your account.
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