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

1. A receipt can be printed or emailed at any time after finalizing a transaction.
2. Locate the transaction in Transaction Editor or the client's Transaction History.
3. Select print (below, left) or email (below, right).
   
   
4. From the drop-down, select Receipt, Gift Receipt, or Insurance Receipt.