Customer receipt selection

If you have Shop Pay activated on your store, then you can use customer receipt selection to collect customer information, and create customer accounts 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 account 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.

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 customer-facing diplay, or be able to turn your POS toward your customer
• You must use Shop Pay
• Shopify Payments must be activated on your store
• You must use a Shopify card reader

Set up customer receipt selection

You need to activate customer receipt selection in your Shopify admin.

Steps:

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

Customer experience

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 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.

Your customer can also choose Email receipt, Text receipt, Print receipt, or No receipt. If your customer chooses an digital receipt option, then a customer account is created. Customers are also given the option to opt in to communications from your business. Customers can use the Sign up to receive news and exclusive offers toggle to accept communications from you.

For more information about the Shop experience, refer to Send in-store receipts to Shop in the Shop Help Center.