Customer Transactions

Handling purchases is the bread and butter of your business. Your POS system manages transactions and transaction history but setting up an Automation to send your customer a digital receipt inspires confidence and peace of mind. 

This document covers how to create a Workflow to send an email after a purchase is completed.

Step 1: Name/Add Trigger

First, we’ll give the workflow an applicable name and set its Trigger. Since this is pertaining to a customer transaction we need to make sure the Trigger happens after a purchase order is paid and the nodeType = Customer. Here is what the trigger will look like:

Step 2: Action, Send Email

Now that we have the trigger configured, let’s set up the action; “Send an email” containing the customer's purchase information and thanking them for their business. To begin click and select Send an email from the drop-down menu.

We created an email template called “Purchase Order Payment Receipt” for this. The TO field is defaulted to “the triggering customer node” (which is correct); ensure you have made your selection within the FROM drop-down. Then we configured the settings to have our shared Company email be the email composer (used in the signature):

Step 3: Save

After you’ve reviewed all your “Actions” and “Triggers”, click Save or Save Draft.

Completed Workflow