Printing receipts

Receipts can be printed from various areas of the WellnessLiving system. Review the instructions below to learn how to print receipts from these areas.

In this article:

To print a receipt after making a sale:

  1. Make a sale.
  2. Choose the type of printer to use.
    • To print the receipt using a regular printer, click Print Receipt.
    • To print the receipt using a receipt printer, click Receipt Printer.
  3. Choose the correct printer in the pop-up window.
  4. Click Print. The receipt is printed.

To print a receipt from a client’s profile (Staff View):

  1. On the Top Nav Bar, click Search and type the client’s information in the box. You can type the client’s name, phone number, email address, UID, or client ID.
  2. In the list that is displayed, click the appropriate client.
  3. On the side menu, click Account.
    • On the Account menu, click Passes & Memberships. The client’s active Purchase Options are displayed. This list may be searched or filtered by the Purchase Option status or type.
    • On the Account menu, click Purchases. The client’s recent purchases are displayed. This list may be searched or filtered by date.
    • On the Account menu, click Transactions. The client’s recent transactions are displayed. This list may be searched or filtered by date.
  4. In the list, find the item for which a receipt should be printed.
  5. Under ACTION, click the Arrow button .
    • To print the receipt using a regular printer, click Print Receipt.
    • To print the receipt using a receipt printer, click Receipt Printer.
  6. Choose the correct printer in the pop-up window.
  7. Click Print. The receipt is printed.

To print a receipt from the client’s profile (Client View):

  1. Log in to the Client Web Portal.
  2. On the top menu, click My Profile.
    • In the profile menu, click Passes & Memberships. Your active Purchase Options are displayed. This list may be searched or filtered by the Purchase Option status or type.
    • In the profile menu, click Transactions. Your recent transactions are displayed. This list may be searched or filtered by date.
  3. In the list, find the item for which a receipt should be emailed.
  4. Click Actions.
    • To print the receipt using a regular printer, click Print Receipt.
    • To print the receipt using a receipt printer, click Receipt Printer.
  5. Choose the correct printer in the pop-up window.
  6. Click Print. The receipt is printed.

To print a receipt from the All Transactions Details Report:

  1. Click the App Drawer button .
  2. In the App Drawer, click Reports.
  3. On the Reports menu, click Sales.
  4. In your list of reports, click All Transactions Details. Your All Transactions Details Report is displayed. This report may be searched or filtered by date.
  5. In the list, find the item for which a receipt should be printed.
  6. Under Action, click the More button .
    • To print the receipt using a regular printer, click Print Receipt.
    • To print the receipt using a receipt printer, click Receipt Printer.
  7. Choose the correct printer in the pop-up window.
  8. Click Print. The receipt is printed.
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