Customer receipt selection

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.

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:

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 or deactivate 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.

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

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 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.

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.