Customer receipt selection

You can use customer receipt selection to collect customer information, and create customer profiles in store with Shopify POS. During the checkout process, your customer chooses how they want to accept their receipt. If their information matches a Shop account, then their information displays in the checkout, and your customer can choose to accept their receipt in their Shop app, by email, by SMS, or to have it printed. If your customer accepts a digital receipt, then a customer profile is created for your customer.

When a customer checks out for the first time with you, they're prompted to select whether they want to receive marketing communications from you before they accept their receipt. By default, this option is set the same way as your existing Email & SMS marketing settings.

By using customer receipt selection, you agree to the Terms of Service.

Requirements for using customer receipt selection

In order to use customer receipt selection, you must meet the following requirements:

You must use Shopify POS app 9.4, or higher
You must have a POS Terminal, a customer facing display running the Customer View app, or be able to turn your POS toward your customer
You must have Shopify Payments activated
You must use Shop Pay
You must use a Shopify card reader

Manage customer receipt selection

Customer receipt selection is turned on by default. You can manage your customer receipt selection settings in your Shopify admin.

Steps:

From your Shopify admin, go to Sales channels > Point of Sale.
Click Settings.
In the Checkout section, click Customer receipt selection.
On the Customer receipt selection page, use the toggle to activate or deactivate customer receipt selection.
Optional: If you want customer receipt selection to be used at all new locations, then select Apply this setting for new locations.
Optional: If you want to change the locations that customer receipt selection is used at, then click the edit icon in the Locations section.
Click Save.

To train your staff on customer receipt selection, you can download training materials for customer receipt selection.

Customer experience

With customer view your customers can manually select their receipt option and marketing preferences.

Receipt selection

When customer receipt selection is activated on Shopify POS, staff are prompted to turn the Shopify POS device to the customer after payment is accepted so they can select how they want to receive their receipt. If you use POS Terminal, then you don't need to turn the device because receipt selection happens on POS Terminal's customer-facing display. If you don't have a customer-facing display or a POS device that can turn towards your customer, then you can still use customer receipt selection, but you'll need to select the receipt option for your customer.

If the customer has a Shop account, and the payment method they used matched their account, then Send to Shop app is displayed as a receipt option. For more information about the Shop experience, refer to Send in-store receipts to Shop in the Shop Help Center.

Your customer can choose Email receipt, Text receipt, Print receipt, or No receipt. If your customer chooses a digital receipt option, then a customer profile is created.

Email or SMS marketing selection

When a customer selects a receipt option, they're given the following options to accept email or SMS marketing from your business:

Sign up to recieve exclusive offers via email when they select Email receipt. If no matches for an email are found, then an Email text field also displays and the customer needs to type their email address.
Sign up to receive exclusive offers via SMS when they select Text receipt. If no matches for a phone number are found, then a Phone number text field also displays and the customer needs to type their phone number.
Sign up to receive exclusive offers via email and SMS when they select both Email receipt and Text receipt. If no matches for an email or phone number are found, then an Email and a Phone number text field displays and the customer needs to type their email and phone number.

For the Sign up to recieve exclusive offers via email and Sign up to receive exclusive offers via SMS to display on Customer View, you need to activate SMS and email marketing in your Shopify admin Checkout settings in the Marketing options section.