How to enable/disable automatically creating customers when emailing receipts

Objective

Enable/Disable automatically creating customers when emailing receipts from the Sell Screen.

Setup

  • Retail POS for Mac or PC

Steps

  1.  Navigate to Setup
  2. In General Settings
  3. Click Yes/No for Automatically add customers from receipts

Additional Information

If a sale is completed and an email is sent to a customer, Retail POS will check if a customer is attached. If there is no customer attached Retail POS will check if the email address already exists in the customer records. If there is a matching customer, Retail POS will automatically attribute the sale to the existing customer. If there is no matching customer Retail POS will automatically create one.  

  • Retail POS uses the start of the email address for the "First name" of the customer and also populates the email field.
  • If loyalty is enabled in the store the customer will automatically be added to your loyalty program. The customer will not automatically be opted in to marketing and promotional emails.
Did this answer your question?
Have more questions? Contact us so that we can help you out.