How to share a receipt as a link via Pebl
Pebl allows you to share receipts effortlessly through various channels directly from your phone, making it easy to send customers a record of their transaction. Follow the steps below:
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Step-by-Step Instructions:
- Accept a New Transaction or Select an Existing One
- After processing a payment in the Pebl app, the receipt will be automatically generated.
- Access the Receipt Options
- On the transaction confirmation screen, you’ll see an option to Share Receipt. Tap on this option.
- Select Share Method
- Your phone’s sharing options will open, displaying apps and methods like SMS, Email, Messenger, WhatsApp, and others installed on your device.
- Select the preferred sharing method based on how your customer wants to receive the receipt link.
- Compose the Message (Optional)
- If you choose a messaging or email app, a draft message will appear with the receipt link auto-filled.
- You can add additional information to the message, such as “Thank you for your purchase!” or details about your business.
- Send the Receipt Link
- Review the message to ensure it includes the correct link, then hit Send.
- The customer will receive a clickable link that opens their digital receipt, which they can view or download as needed.
Additional Tips:
- Customising Receipt Messages: For a personal touch, add a thank-you note or business contact information in the message before sending.
- Use of Different Platforms: Since the link can be shared across various platforms, you can cater to customer preferences, improving their experience and convenience.
