We’re ecstatic to bring to all our clients the ability to view an invoice for any Point of Sale (POS) transaction made, along with effortlessly downloading digital receipts straight from the apps.
Attach Invoice Feature: We are making paperwork easier for you. From now on, invoices will automatically attach to every POS transaction you complete, so there is no need for any additional manual work from your side.
Digital Receipts Availability: A PDF version of your receipt is just a few clicks away! For every successful POS transaction, users can now easily download a digital receipt and share it with the customer via their preferred communication channel(s).
Ready to make the most of this feature? If you have your app ready, follow these steps:
Note: Before you can attach a receipt to a transaction, you’ll need to enable automatic sales receipts in your Payments settings.
By providing invoices and receipts, this update further enhances transparency with our clients’ customers. The convenience of this feature makes the transaction process smoother and user-friendly. So, it undoubtedly brings more value to your daily operations.
While this update brings significant advantages, we’re always aiming to enhance your experience more. Therefore, expect these features shortly:
Immediate Receipt Sharing: After the transaction’s success, users will be able to share the receipt directly from that screen.
Capturing and Sharing Customer Details: This feature will enable users to capture details for a new customer and share the receipt with them over email or text message, right from the transaction success screen.
Below are screenshots that provide an illustration of how these features look like:
We are thrilled to announce that Leads 365 is evolving!
Soon, we'll be embracing a new identity as SMBcrm.com, reflecting our commitment to providing tailored CRM solutions for small and medium-sized businesses.