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How to view sales and email your clients their receipt via the Timely iOS app

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When you have processed your clients payment, often they will want a receipt from the sale for their own record keeping. Once you have applied their payment, you will see a summary of the sale details; you can then print this or email it directly to the client. In this guide you will learn how to view completed sales and email clients their receipt via the Timely iOS app. This is especially useful as a dispute prevention strategy!

 

For information on printing receipts, see our help guide How to print your client their receipt.

 

 

How to view a sale & email clients their receipt via the Timely iOS app

1 Click on the appointment in the calendar. Then on the view sale option.

 

2 You will be shown a sale summary, which will show you the total paid.

 

3 You can then tap view receipt to view an itemised copy. Or, choose email receipt to send a copy to the customer. 

 

Timely note: it's not currently possible to delete or edit a completed sale on the iOS app. You can either head to our desktop site and edit the invoice there, or delete the sale and raise a new one.

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