Receipt Configuration for Print, Email, & Text

Overview

Heartland Retail gives you flexibility over how you'd like the checkout process to work when it comes to receipts. This article will explain the options you have for configuring printed receipts and email receipts.

If you have feedback or questions regarding the information described in this document, please contact the Heartland Retail support team at [e-mail].

Receipt Settings

Receipt templates

By default, receipts printed from Heartland Retail will include your logo. You can upload your logo on the Settings > Company page. If you don't want your logo included on your printed receipts, email [e-mail] and we'll help you remove it.

You can configure a header/footer for your receipt on the Settings > Receipts page:

By default, we include your location name and location address on the top of your printed receipts, so anything you include in the header will be in addition to location name and address.

The footer is where you should add your return policy.

Itemized Gift Receipts

At the bottom of the Receipts > Templates window, you can choose to display item lines on gift receipts or invoices. If you turn off the Display lines on gift receipts/invoices toggle, the POS will not display item lines individually on the gift receipt or invoice; it will just display the ticket number and date!

Printed Receipts

Auto-printing receipts

By default, each new station that you set up will automatically print receipts. If you don't want a station to automatically print receipts (for example, you may not want receipts to print on an iPad station using electronic signatures (Using electronic signature in Heartland Retail's iPad POS) and email receipts), you can easily set the switch below to the "no" position:

This switch can be accessed in two places: in the Settings menu in the POS and on the station record (Settings > Locations > Station) in the master settings menu. Only users who are allowed to manage stations will see this switch.

Note: Even if you turn the switch to the "no" position, you'll still have an opportunity to print a receipt after each ticket is completed on the "Your ticket completed successfully" popup.

Emailed Receipts

If you wish to enable Email receipts, toggle on the Use email receipts option on the Settings > Receipts page.

You can customize the Email Sender Address and Subject Line of your email receipt however you'd like.

Note: While the Email Sender Address is the 'reply to email', the email actually comes from Heartland Retail's domain and servers so it shouldn't bounce or be deemed SPAM, as often happens when sending from a 'no reply' or 'fake' email address.

Once you enable email receipts, you'll have the option to email the customer after they have checked out with you.

In the POS, when you complete a ticket, the following popup will appear. It may look slightly different depending on whether or not receipts are set to print automatically; in the below example, receipts are set to auto-print:

At this point, the ticket has been completed and a receipt has been printed. If you click the Other Receipt button, you'll see this popup:

• If you had already added a customer to the ticket before selecting Other Receipt, their available information will auto-populate.
• If you had not yet added a customer to the ticket, you can enter the customer’s email address and first and last name in the fields provided to create a new customer record and save that customer to the ticket.

Once you have verified the customer information, select Email Receipt.

Important note: You are not yet able to email a receipt after the popup below has been dismissed, so if you want to email a receipt, make sure you don't click the New Ticket button too quickly.

Here's what an email receipt will look like in your customer's inbox: 

Texted Receipts

Merchants with Text Receipts enabled on their account can turn on this feature via Settings | Receipts. From there, simply toggle the Use Text Receipts option to on.

With this feature enabled, the POS will display an Other Receipt button on the Ticket complete modal at the time of tender.

If you select this option, the POS will display this form:

• If you had already added a customer to the ticket before selecting Other Receipt, their available information will auto-populate.
• If you had not yet added a customer to the ticket, you can enter the customer’s mobile number and first and last name in the fields provided to create a new customer record and save that customer to the ticket.

Once you have verified the customer information, select Text Receipt. The POS will then send a text message containing a link to the receipt that the customer can view at their convenience. When the customer opens the link, their receipt will display in PDF form. Here is an example:

Resending Text Receipts

If the need arises to resend a text receipt, locate the ticket via Sales | Tickets and select the Text Message button on the right side of the screen.