Custom Receipts

A Custom Receipt is an email receipt received by the customer. There are various templates for customer receipts, which can be customized and used for different communications with customers.  Two Custom Receipt templates are used for automatic receipts, and all other templates are used only for sending bulk receipts to a batch of orders. 

Custom Receipts Templates -

Custom Receipt Types

There are seven receipt templates available, and each are titled for recommended uses; however each winery may decide to create and use these templates for anything!

Initial Order This is an automatic receipt sent for all web orders (both general store and allocation orders.)
Order Charged Can be used for updating customers when payment has been processed.
Wishes Granted/Filled Update customers when wishes have been granted, and order contents are finalized.
Order Shipped Alert customers when order has shipped.  If tracking numbers have been imported back into the order detail from ShipCompliant service or from the Ship Tracking upload, the tracking information and hyperlink to the shipper will be available in the receipt content. 
Return/Credit Inform customer when an order has been refunded or credited. Best used with orders that have a "Credit" billing status.
Declined Alert customers when the payment has declined on an order, and needs attention.
Club Remix This automatic receipt is sent to the customer when a club remix order has been created online. 

Custom Receipt Setup -

Set up in Found under the Order Tab > Custom Receipts > Setup

You may customize each type of receipt , supplying an email subject line, selecting the foot and header*, and entering messages that will appear before and after the main body of the receipt.

Receipt Subject

Email receipts can have a custom subject line, including the Brand Name and the Order ID.  We also recommend adding additional content to the subject to alert customers of any action required.  For example: "Payment Issue: XYZ Winery Order 1234"  or "Your Wishes are Granted on XYZ Winery Order"


A receipt template is similar to an email campaign wrapper.  This includes a Header file and a Footer file, often with an image and styling attributes for the content in the message. Some wineries have at more than one template created and available.  Be sure to select the desired file in the Header Template and Footer Template drop-down options. 

*NOTE - Your designer can create headers and footers with images that are branded for your winery.

Customize the Content

Each template can have a personal message in the receipt content. Use the WYSIWYG (what-you-see-is-what-you-get) editor to add a personalized message for the customer, and explain the nature of the receipt.  Be sure to keep the Initial Order template generic and useful for all customers and order types, so it can easily apply to both POS orders and online orders. 

Emailing Custom Receipts -

Emailing from the POS:

If the Terminal is set to Email Receipts then this will occur automatically upon processing an order for payment.

Alternatively, a Order Confirmation receipt can be sent manually upon processing the payment by using the slider button -

Emailing from the Admin Panel via Order Search Results:

  • Perform the desired Order Search
  • From the Order Search Results choose Select Action > Send Receipts
  • Select the Custom Receipt you wish to send > Click Send Now
Order Search > Select Action > Send Receipts
Select Receipt Type
Click Send Now

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