Configure receipt emails to use custom layouts and templates

Articol
08/02/2024

This article describes how to configure receipt emails so that they use custom layouts and templates in Microsoft Dynamics 365 Commerce. You can also send receipt emails that use unique receipt formats, and configure the emailing of receipts on a receipt-by-receipt basis.

Most receipt formats can be emailed from a point of sale (POS) terminal, both during checkout and from the journal. Before the Commerce version 10.0.18 release, the sales receipt format (receipt format 1) was used for all receipts that were emailed.

Emailing of receipts can be disabled for individual receipts. Additionally, the option to prompt cashiers to ask customers whether they want to receive a receipt by email can be modified for individual receipts.

To enable additional email receipt formats, you must add them and map them to a template in the receipt profile. The receipt profile must be referenced from the functionality profile that is associated with the retail store that the receipt emails will be sent from.

Email receipt formats

The following table shows the receipt formats that can be emailed as of the Commerce version 10.0.18 release.

Receipt format	Receipt type
1	Sales receipt
3	Customer credit card receipt
5	Customer credit card receipt for returns
8	Customer account receipt
10	Customer account return receipt
14	Product sale
15	Credit memo
18	Sales order receipt
21	Quotation receipt
23	Pick up receipt
33	Gift receipt
40	Gift card inquiry (gift card balance inquiry)

Set up receipt emails

To set up receipt emails so that they use additional receipt formats, you must first turn on the Email any receipt type and customize emailed receipts feature in the Feature management workspace in Commerce headquarters (Workspaces > Feature management).

Important

Before you can turn on the Email any receipt type and customize emailed receipts feature, you must turn on the Email receipts from the Journal feature.

When the Email any receipt type and customize emailed receipts feature is turned on, it enables the following functionality:

The ability to email the receipt formats that are listed in the Email receipt formats section earlier in this article.
The ability to customize the template that delivers the receipt emails for specific receipt types.
The ability to configure whether specific receipt types are emailed from the POS, and whether cashiers are prompted to ask customers whether they want to receive a receipt by email.
A fix for a formatting issue that required that implementers remove line breaks from the HTML for receipt emails.
POS support for emailing of gift receipts.

Note

After you turn on the Email any receipt type and customize emailed receipts feature, you must map a receipt email template from the Organization email templates page to a receipt type in your Commerce email notification profile. If job 1110 (Global configuration) is run before you complete this step, receipt emails will stop working.
By default, every receipt format is configured so that receipts are never emailed, and cashiers are never prompted. To enable emailing of receipt formats, you must change the value of their Email behavior field from Do not email to Prompt user or Always email.
If you've implemented any extensions to email code, you should test the functionality after you turn on the Email any receipt type and customize emailed receipts feature.

Configure a receipt profile

A receipt profile defines the receipt types and the associated receipt formats that will be used for a specific store or set of stores. Separate profiles can be defined for printed and emailed receipts on a store-by-store basis.

The functionality profile that is associated with a store includes a Receipt profile ID field. This field specifies the receipt profile that defines the receipts that can be emailed for that store.

To add receipt types to a receipt profile that will be used to email receipts, follow these steps.

In Commerce headquarters, go to Retail and Commerce > Channel setup > POS setup > POS profiles.
Select Add to create a new, empty row.
In the Receipt type field, select the receipt type.
In the Receipt format field, select a receipt format that defines the layout of the selected receipt type. For more information about how to create receipt formats, see Set up and design receipt formats.
Select an email template that should be used as the container template for receipt emails. All the templates that are created on the Organization email templates page are available for selection. If you've previously configured receipt emails, you will have a template that is named emailrecpt. You can use this template. For information about how specify a custom container template on a receipt-by-receipt basis, see the Create receipt email templates section later in this article.

Note

Even if a receipt type can't be emailed, Commerce headquarters doesn't prevent you from adding it to a receipt profile. For a list of the receipt formats that can be emailed, see the Email receipt formats section earlier in this article.

Create receipt email templates

Every receipt format that can be emailed can be associated with its own container template. The container template defines the header and footer that surrounds the formatted receipt. It also provides a placeholder for the receipt ID. This placeholder enables a QR code or bar code that represents the receipt ID to be inserted into receipt emails.

Email templates are created and uploaded on the Organization email templates page in Commerce headquarters (Retail and Commerce > Headquarters setup > Organization email templates). For more information, see Create an email template. For specific instructions for creating receipt email templates, see Create a template for emailed receipts.

Configure the receipt email behavior in the POS

This section describes the settings that enable emailing of receipts in Commerce headquarters.

Commerce parameters

On the Commerce parameters page (Retail and Commerce > Commerce setup > Parameters > Commerce parameters), on the Posting tab, on the Email receipt FastTab, in the Receipt option field, select one of the following values:

Standard receipt – Enable receipts to be printed for all customers.
Email – Enable receipts to be emailed for all customers.
Both – Enable receipts to be both printed and emailed for all customers.

Customer profile

On the Customer profile page (Retail and Commerce > Customers > Customer), in the Retail section, in the Receipt option field, select one of the following values:

Standard receipt – Enable receipts to be printed for this customer.
Email – Enable receipts to be emailed for this customer.
Both – Enable receipts to be both printed and emailed for this customer.

Receipt format

On the Receipt format page (Retail and Commerce > Channel setup > POS setup > POS > Receipt formats), the Email behavior field defines whether cashiers are prompted about receipt emails at the POS. Values that you select in this field for individual receipt formats override values that are selected in the Receipt option field on the Commerce parameters and Customer profile pages.

Do not email – Never send email receipts or prompt cashiers. This value overrides the Email and Both values on the Commerce parameters and Customer profile pages.
Always email – Always send emailed receipts, without prompting cashiers.
Prompt user – Prompt cashiers to ask customers whether they want to receive a receipt by email and, if they do, what email address the receipt should be sent to.

Note

The gift card inquiry receipt format is not configured using Commerce parameters or customer profiles. To enable the gift card inquiry receipt format, set the Email behavior field to Prompt user or Always email. To disable the gift card inquiry receipt format, set the Email behavior field to Do not email.
By default, if a receipt format can't be emailed, its Email behavior field is set to Do not email, and the value can't be changed.
If a receipt format can be emailed, it can always be emailed from the journal, regardless of the settings on the Commerce parameters, Customer profile, and Receipt format pages.