thread Re: How to see my email history in sales (receipt) in Archived Discussions (Read Only)

How to see my email history in sales (receipt)

PorcelainSource — Thu, 05 Oct 2017 21:10:35 GMT

Hello! I would like to know how to see in my Sales all email history. I mean after I sold materials, customers asking about receipt, so Im sending that, but sometimes forgetting. So how I can see all history email where I sent receipt from Square.

Re: How to see my email history in sales (receipt)

RHatch — Thu, 05 Oct 2017 21:15:10 GMT

There is no such report or way to see if or when a receipt was sent via email or text. This only shows on Invoices.

Re: How to see my email history in sales (receipt)

Russell — Fri, 06 Oct 2017 20:57:26 GMT

@RHatch & @PorcelainSource - there isn't a way to view all receipts sent by email from your reports - but I have good news, there is a way to look up a receipt for a customer using the last 4 digits of their payment card.

From the Dashboard:

Navigate to Sales, then click Transactions on the upper menu.
Enter the last 4 digits of your customer's payment card (you may need to adjust the date range to see the correct transactions).
Select the receipt to view the receipt, then you can click Send Receipt to re-send the receipt to your customer.

Your customer can also direct your customers to our transaction search page so they can look up their receipts on their own.