This is an overview of when receipts are sent, 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.