Steps for using the SMS receipt option as a Receipt Type on the point-of-sale.
Action | Display |
|---|---|
1. After an order has been completed and a credit card has been swiped, a prompt will display options to Select Receipt Type:
Select the SMS option from the Select Receipt Type window. |  |
2. A screen with a field to Enter Phone Number is displayed. Use the numbers to enter the customer’s phone number. If a customer is attached to the order and has a phone number saved to their profile, the phone number will be pre-filled in the field. Currently - phone numbers entered on the Send SMS receipt screen will NOT be save to a customer’s profile that is attached to the order. It will only be used to send the receipt for the transaction. Best Practice |  |
3. Once the phone number has been verified and/or entered in the field, select Send. |  |
4. A green banner is displayed at the bottom of the screen confirming the Receipt was successfully sent. |  |
5. Example of the SMS text message sent to a customer’s phone with a link to the Mobile Receipt. |  |
6. Example of a Mobile Receipt. |  |
The workflow for the SMS Receipt option is the same for SpotOn Counter and SpotOn Sidekick. |  |