Solved: After adding a customer to a sale can their email/...

angelabaker · ‎08-09-2017

I thought that if I had a customer (with all their details already in the system) connected to a sale, that their email address and phone number would automatically fill on the send receipt page, but it seems to be asking to re-enter these each time.

Am I missing a step to allow this to happen?

Many thanks

VanKalkerFarms · ‎01-02-2019

It does not auto fill in from the customer details as they may want something different for their purchases (business email, keep purchase a secret for a gift, etc). If they are paying with a credit card you will only have to enter the email address or phone number once and it will be auto associated with that card and customer for the next visit.

Bob Van Kalker
My Van Kalker Farms Garden Center website
My Rise'n Roll Bakery Schererville Indiana Facebook Page
My Rise'n Roll Bakery Cedar Lake Facebook Page

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Chanff · ‎01-01-2019

Did you ever figure this out, as I am having the same problem.

VanKalkerFarms · ‎01-02-2019

It does not auto fill in from the customer details as they may want something different for their purchases (business email, keep purchase a secret for a gift, etc). If they are paying with a credit card you will only have to enter the email address or phone number once and it will be auto associated with that card and customer for the next visit.

Bob Van Kalker
My Van Kalker Farms Garden Center website
My Rise'n Roll Bakery Schererville Indiana Facebook Page
My Rise'n Roll Bakery Cedar Lake Facebook Page

After adding a customer to a sale can their email/phone number be auto filled for sending a receipt?