Reprinting Receipts After a Finalized Transaction
There are a variety of reasons why a business might need to reprint a receipt, such as client request, insurance or health claims, and gift purchases.
Meevo allows you to reprint any number of receipts that might be available for a transaction: the original receipt, an insurance receipt, a gift receipt, and the merchant receipt (for card payments). Receipts can be printed from a client profile's Client History and from Transaction Editor.
Note: Merchant Receipts can only be printed from the Transaction Editor.
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.
What appears on a Merchant Receipt?
- *** Merchant Copy *** appears at the bottom of the receipt.
- Transaction information is included such as the date, Merchant ID, and reference number.
- Payment information is included such as Name on Card, Terminal ID, Card Type, Funding Source, and more.
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, Insurance Receipt, or Merchant Receipt (Transaction Editor only).