Providing Receipts After a Finalized Transaction
What appears on an insurance receipt?
*** Insurance Receipt *** appears across the top of the receipt, and *** Paid in Full *** appears across the bottom. As with regular receipts, the business information, transaction number, and date and time appear in the receipt. Insurance Receipt always display a list of services.
- If the client purchased services (services not obtained through a monthly EFT), the insurance receipt displays the service price.
- If the client accrued services as a result of a monthly membership, the receipt displays those accrued services. The price of each service is calculated as:
Monthly EFT / Number of services accrued
What appears on a gift receipt?
- *** Gift Receipt *** appears across the top of the receipt.
- When you print a Gift Receipt, Meevo presents a modal for you to select the items that should appear on the receipt.
- As with regular receipts, the business information, transaction number, date and time, transaction details (selected items and credited employees, but no price), and receipt message also appear in the receipt.
- If a transaction contains items being sold and items being refunded, the refunded items do not appear on the gift receipt.
Note: You cannot print a gift receipt for EFT payments in Transaction Editor.
To provide a receipt after a finalized transaction
- A receipt can be printed or emailed at any time after finalizing a transaction.
- Locate the transaction in Transaction Editor or the client's Transaction History.
- Select print (below, left) or email (below, right).
- From the drop-down, select Receipt, Gift Receipt, or Insurance Receipt.