Receipts

Overview

When a Customer takes any action, they are sent an automatic email confirmation of the action they took, with the email stating how much money the Customer is likely to pay. Read here to learn more about automated emails.

If a Customer wants additional proof of purchase, or a receipt, they can generate one from the App.

Transaction Receipt

For a one-off receipt:

1. Customers can download from the Purchase History

   1. Open the App
   2. Navigate to the More tab
   3. Click on the Account button at the top
   4. Click on the Purchase History button
   5. Find and click the download button for the desired receipt

1. Staff in the Dashboard can download and send a PDF receipt

   1. Navigate to the Customer's Profile
   2. Click the Purchases tab of the side panel
   3. Click the specific transaction that needs a receipt
   4. Scroll down in the new side panel and click on the three vertical dots, then click Download receipt
   5. Notice how the Receipt is now downloading in your browse

Monthly Expense Report for Customers

Customers may want a recap of their recent transactions at the Club. Staff can generate a Monthly Expense Report covering a chosen month, or capture a receipt for a single transaction.

1. Navigate to the Customer's Profile
2. Click the Purchases tab of the side panel
3. Scroll to the bottom
4. Under the Monthly Expense Report section, select the desired month and year
5. Click the Generate button to download the report
6. Send or hand the downloaded report to the Customer (this action happens outside the Dashboard)