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 historic sales & email receipts via the iOS app
1 Once an appointment has been paid for, you can either email the receipt directly from the sales screen or by clicking on the appointment in the calendar.
2 You will be shown an appointment summary, click on the clients name > scroll down to the view all sales section > and select email receipt - here you can enter a custom message and their email address.
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.