Emailing receipts provides a convenient and eco-friendly way to document transactions. For orders linked to a customer account, receipts can be sent automatically, while receipts for non-account orders can be sent manually through the POS upon customer request.

What's in this guide?

Configuring email receipt settings
Configuring customer receipt prompt
Sending email receipt

Configuring email receipt settings 

Receipts can be automatically sent to customers via email once an order is paid. This requires linking a customer account to an order. The receipt is sent to the email stored on their profile.

To configure email receipt settings:

1. Log in to Back Office with your Lightspeed credentials. 
2. From the navigation menu, select My site > Site Information. 
3. (Optional) If you have multiple sites, you’ll be prompted to choose which site to configure email receipt settings for.
4. Scroll down to Receipt Options and click the down arrow to expand it and see more options.
5. Under Send receipts to customers via email, select Send email receipts automatically. 
6. Click Save. 
   

Configuring the prompt for customer receipts

This setting allows you to either print or email a receipt after every order on the POS. If you select to email a receipt and the order isn’t linked to a customer account, you’ll be asked to enter the customer’s email address. If a customer is linked to the order, their email will auto-fill but can still be edited before sending the receipt.

To configure the prompt for customer receipts: 

1. From the navigation menu, select My site > Devices. 
2. Under Registers, select the register you want to configure. 
3. Scroll down to Customer receipt printing, and select Prompt to print or email receipts. 
4. Click Save settings. 
   

Sending email receipt

You can send an email receipt through Back Office or the POS. The receipt shows the information you’ve added under site information in Back Office. This includes your business name, address, phone number, email, and a full itemized list of purchased items.

Sending an email receipt from the POS

You can email a receipt directly from the POS for any completed sale. This is useful when a customer requests a digital copy after the transaction.

To send an email receipt from the POS: 

1. On the POS, click the Menu (☰) icon in the top left corner.
2. Select History. 
3. Search for the sale using the time range, receipt number, customer name, or a product name included in the sale. 
4. Click Filter. 
5. Select the sale. 
6. Click the cogwheel icon (settings) in the lower-right corner.
7. Select Email receipt.
   
8. Enter the customer's email address. 
9. Click Email Receipt. 
   

Sending an email receipt from Back Office

If you don’t have access to the POS, you can log in to Back Office to review past transactions and send email receipts to customers at any time.

To send an email receipt in Back Office:

1. From the navigation menu, select Reports > Sales Feed. 
2. Click the Sales Filter to expand the options and search by register, customer, site, and payment type. 
3. Select Filter. 
   
4. Click the magnifying glass icon located to the right of the sale.
    
5. Here, you can select any of the following:
   • Preview PDF: Select to view and download a copy of the receipt. 
   • Email Tax Invoice: Select to email the tax invoice to the customer. You'll be prompted to manually enter the customer's name and email address. 

What's next?