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Automatically Capture New Customer Info from Email Receipt Prompt

  • Last Updated: February 16, 2021
  • Compatible Version: 8.215
  • Version Information: This article applies to older versions of Exatouch.

The new “Save customer when emailing receipt” function on Register Preferences allows merchants to automatically save new customer information from the email receipt prompt.

  • “Save customer when emailing receipt” is ocated within Register Preferences, on the “Orders” tab.
  • When this feature is enabled, customer information entered when merchants are prompted to email receipts is saved as a new customer record.  This is what email receipt prompts look like:
  • Receipt prompts are enabled in Print Settings.  See: Enable Receipt Prompts
  • Merchants can capture a customer record with either a phone number or email address; data in both fields is not required.

Popular With

Grocery/C-StoreLiquorPizzaQSR/DeliveryRetailSalon/SpaTable Service

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