⚠️ This Article is About Customer Invoices, Not Your Dash Subscription
This article covers invoices and receipts you generate and send to your own members or customers, NOT your DaySmart Dash subscription bill. If you're looking for help with your monthly Dash subscription invoice, billing questions, or payment method setup, see the Account Payment Method Management article instead.
📝 Overview
When a transaction is completed, receipt emails are sent automatically to the customer's email address on file. This article explains the types of receipt emails customers receive, when each is triggered, and how to resend or forward invoices manually.
📧 Automatic Emails
Dash automatically sends receipt emails to the customer's email address on file when a transaction occurs. The type of receipt a customer receives depends on the nature of the transaction.
✍️ Invoice and Receipt Email Content is Not Configurable
The subject line, title, and text content of invoice and receipt emails are all set by Dash and cannot be customized by your facility. This applies whether emails are sent automatically at the time of purchase or resent manually later. All automated invoices and receipts will use the system-generated format.
📨 How Automatic Receipts Work
Click the arrow to learn how automatic receipt emails work
Click the arrow to learn how automatic receipt emails work
When a customer first purchases an item or registers for a program, whether through the Admin side or through the Customer Portal, they receive a full itemized invoice with payment details sent automatically to their email address on file.
If a customer is making a payment toward an existing invoice, the receipt they receive is a brief summary showing how much was paid, along with a link to their online account billing page to view the full invoice. Because the customer already knows what they signed up for, the itemized details are not repeated in this case.
🧾 Examples
Click the arrow to view examples of each receipt style
Click the arrow to view examples of each receipt style
Here are examples of each receipt style:
Customer registering for an online rental and submitting payment (full itemized receipt)
Customer making an additional payment toward an open invoice (summary receipt)
📤 Emailing or Forwarding Invoices
After an invoice has been created, it can be resent to the customer or forwarded to a different email address. Use the steps below to locate an invoice and choose the format that best fits your needs.
📋 Resending an Invoice
Click the arrow to learn how to resend an invoice
Click the arrow to learn how to resend an invoice
Select Invoices from the toolbar on the customer's profile page.
A list of invoices will appear. Select the invoice you need to resend.
On the invoice page, locate the section below the Invoice Summary box to enter an email address and choose which type of email to send.
📊 Summary vs. Itemized Emails
Click the arrow to learn about summary vs. itemized email formats
Click the arrow to learn about summary vs. itemized email formats
When resending an invoice, you can choose between two email formats:
Summary: Condenses all line items into a single line rather than listing each one individually.
Itemized: Displays every line item along with full payment details. This is the same format the customer received at the time of their original purchase.
