Receipts play a pivotal role in the business environment, serving various purposes for the business and its customers. The customer receives proof of purchase, allowing for refunds and preventing fraud, and receipts can be useful to verify your Vagaro reports.
Prerequisites: This feature is available for all Vagaro businesses.
Make sure that you first configure your receipt settings before checking out customers.
Note
Checkout Settings are saved to the device, not to the business, so every device at your business can have different checkout settings.
To set your receipt settings:
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Go to the Checkout
screen.
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Open the Checkout Settings:
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Vagaro Pro App: In the top-right corner, select the Settings
icon.
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Web Version: In the bottom-right corner of the screen, select the Down-arrow
button, then select Checkout Settings.
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To set a receipt type, select Print and/or Email. You can also select Ask at checkout if to be able to choose the receipt type after a transaction is processed.
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Select Save.
To add footer text to a receipt:
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Go to Taxes & Checkout:
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Phone: Select More
→ → .
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Computer, Tablet, Pay Desk, or PayPro: Select Settings
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Scroll to Receipt Footer Text and enter a message.
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Select Save.
The message you entered will appear at the bottom of your digital and physical receipts.
You can configure your receipts to print to a Vagaro Printer. To learn more, see the following articles:
To configure your tip receipt settings:
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Go to the Checkout
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Open the Checkout Settings:
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Vagaro Pro App: In the top-right corner, select the Settings
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Web Version: In the bottom-right corner of the screen, select the Down-arrow
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Toggle Require Digital Signature off.
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Select Save.
After configuring your receipt settings, you can print or email receipts at checkout. You can also view receipts of older transactions as well.
After checking out a customer, a Successful Checkout/Transaction Complete screen will appear. What you see depends on your receipt settings:
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Ask at Checkout: You'll have the option to Print, Email, Both (Mobile Only), or no receipt. If you decide to print a receipt, select Print to automatically print to the last printer used or select the Down-Arrow (V) menu to select or add a Vagaro Receipt Printer.
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Print: You'll have the option to print or not print a receipt. If you have a Vagaro Receipt Printer, selecting Print will automatically use the receipt printer you last used. Otherwise, select the Down-Arrow (V) menu to select or add a printer.
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Email: If the customer has an email attached to their profile, they'll automatically receive an email with their receipt. If there is no email attached, you can enter the customer's email.
See the following articles to learn how to use the Transaction List and how to print a receipt from the report:
After configuring the required settings above, you can now print a tip receipt when checking out a customer. Keep in mind that you can only print a tip receipt on a computer for credit card transactions. The written tip amount on the receipt needs to be manually entered on the Checkout screen afterward.
To print a tip receipt:
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Go to the Checkout
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Select a customer and add items to their shopping cart. For existing appointments or classes, the customer is already selected and ready for checkout.
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Process payment through a card on file or with a credit card reader. The Print Receipt popup will appear after processing the card.
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In the popup, select Print Tip Receipt.
Important
This is a receipt for the merchant for documentation purposes. Do not navigate away from this page; this will cancel the transaction, and no payment will be collected.
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Have the customer write in a tip amount and sign the merchant copy of the receipt.
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Enter the written tip amount in the Customer Checkout popup. You can either select one of the pre-determined tip percentages or enter a Custom tip.
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Select Charge Card to finalize payment.
The receipt is printed or emailed, depending on your receipt settings.
Comments
2 comments
Is there any plan to add the option to send SMS receipts to clients as part of the package? Many clients don't check their email and prefer text messages.
Hi Katie,
This isn't on the roadmap for this year, but I recommend submitting a feature request. https://support.vagaro.com/hc/en-us/articles/360021060374
Thanks
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