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How do I provide a receipt to a client?

You can choose to print or email a Sales Receipt to the client at the end of the Checkout process (after you click ‘Save’). Click ‘Send’ at the bottom of the page to email the client. The client’s email address will auto-fill in the email address field.


Click the Print icon at the top of the page to print the Sales Receipt or Invoice. After printing, you can click ‘Close’ in the lower-left corner if you do not want to email the client. You can email or print a Sales Receipt or Invoice at a later date in Full Slate by clicking on the appointment. You will see "Checkout: Paid $" in the appointment details. Click on that and it will re-open the page where you can "send" or "print" the receipt/invoice again. 

 

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