Plan a receipt text only when a supported POS or receipt provider supplies the correct transaction record and a suitable receipt destination. Confirm that setup before activation. Receipt generation and message delivery are separate parts of the workflow.
Review a supported existing-POS connection for Blackleaf Texting. A POS switch is not required when a supported connection fits.
Keep receipt choice separate from marketing
Blackleaf requires explicit recipient consent and age confirmation before receipt texts. In the message flow, the intended recipient selects the birthday on file; never disclose the saved birthday. These are Blackleaf requirements, alongside the separate sending-route and content review.
A requested receipt does not establish permission for later promotions. Keep the receipt choice and marketing enrollment separate, and review current permission and suppression records before texting. If a receipt text also includes an offer, use the guide to transactional and promotional texts to review the whole message.
Check the record and destination
- Match the transaction: confirm the completed sale, recipient and store. An order-ready notification does not establish a completed purchase. If the order number and receipt number differ, verify that both point to the same completed sale before sharing a copy. Use the store, register and sale time to resolve a mismatch. If the sale was corrected or voided, check its current status in the POS or receipt system before providing another copy. Follow the store’s approved process for that record.
- Review the destination: use an approved sample receipt to check what the intended recipient sees on a phone. Ask who could view the receipt if the link were forwarded and what the customer would see if the link stopped working. Agree on a store-approved way to provide a copy in that case. Keep unnecessary personal and purchase details out of the text.
- Plan exceptions: If a customer declines a receipt text or the store cannot send one, offer the store’s approved receipt option, such as a printed copy where available. Decide who can retrieve the completed sale and provide a copy if the customer asks for one later. Ask whether the customer needs the original sale receipt or confirmation of a return or refund. For a refund question, check the matching return or payment record through the store’s approved process before sharing a status. If the status is unclear, refer the question to the staff member authorized to verify it. Reconcile a failed or uncertain send before retrying so the customer does not receive duplicate receipts. Use the delivery troubleshooting checklist to trace the original attempt.
Review the receipt handoff
Bring your POS or receipt provider, receipt format, locations and staff ownership to a receipt-workflow discussion. Confirm what is supported rather than assuming every system supplies the same data or destination.
Measure receipt requests and reported message states separately. Delivery alone does not prove that a receipt was opened or that a customer agreed to future marketing.