This is an overview of when receipts are sent, what aspects of receipts are editable, how customers may access their receipts, and how management can resend receipts upon request.

Public Checkout

A receipt is sent for all checkouts and balance payments made on the public side. Each account has a primary billing contact with an assigned billing email. This is where receipts are sent when purchases are completed. During the checkout process, your customers have the opportunity to enter a different billing email for that specific purchase, if desired. 

Management Checkout

During the checkout process, management has the option to send or not send a receipt to the customer. When selecting the payment amount and payment type, there is a preselected checkbox to send a receipt to the customer. This sends the receipt to the primary billing contact once payment is submitted. If you do not wish to send a receipt, deselect that box. You are able to change the email that the receipt sends to if needed and add a secondary email.

Finding Receipts

Customers are able to view receipts from the public side.

1. Log in to the public account
2. Click on Finance
3. The icons to the right of the item will display the information in a pop-up, which is ready to be printed
   1. View invoice icon
   2. View payment information icon

Staff Access and Sending Copies

1. Go to the household account
2. Go to the Finance tab
3. Select Payments or Statements
4. The icons to the right of the item will display the information in a pop-up, which is ready to be printed or emailed, and this allows you to return to a previously completed invoice to resend the receipt to the customer
   1. View invoice icon
   2. View payment information icon

Departmental Receipt Copies

Departments have the option to assign an email, which is automatically copied on all emails sent to customers from the MyRec.com system. This can come in handy if you ever need to prove a purchase or even disprove one. To view the email address you may have assigned in this location, or to add or change the email, refer to the email settings section of the Subscriber Settings article. 

Small Receipt Logo

If you print small receipts for POS purchases you may upload a logo that prints on all receipts

1. Go to the Administration tab
2. Go to Settings
3. Go to Department Info 

1. To remove an existing logo, check the box to Delete Logo then scroll to the bottom of the page and update.
2. Select the file from your computer then scroll to the bottom of the page and update.

What is on a Receipt?

Some items on receipts and statements cannot be modified. Other areas can be edited globally or specifically on that receipt.

Statements

Statements are created at the time of the registration. They represent a finalized registration or sale. If payment was collected this will be reflected on the invoice. 

The Following Information is Hardcoded on a Receipt

1. Small Banner
2. Invoice #, date of creation, and invoice total
3. Billing Contact name, address, and email
4. What was purchased and for whom
5. Schedule if applicable
6. Adjustments
7. Payment due dates if applicable
8. Box showing any applied payments, the type, date, total, and payer
9. Box highlighting the current totals of the invoice

The Following Areas Can be Edited

1. Invoice notes
   • This can be edited on each receipt upon management checkout
   • This can be edited globally from the administration tab
2. Receipt notes
   • This is added on the activity, membership, or facility set up
3. Payment notes
   • This can be edited on each receipt upon management checkout

Receipt

A receipt is generated when a payment is made on an open invoice. Payment Notes may be added by management upon checkout. Only the current payment is reflected and the balance, prior payments do not display.