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How can I share my receipts?

Send a receipt right after the sale, or pull it up later from your statements and share it anytime.

Jim lets you share receipts with customers right after a sale, or later if they ask for another copy. Everything is digital, so you can send it by text in seconds.


Share a receipt right after a sale

  1. Complete the sale in the Jim app.

  2. On the transaction confirmation screen, tap Share.

  3. Enter the customer's phone number.

  4. Confirm to send the receipt by SMS.

The customer gets the receipt on their phone right away. No paper, no printer, no waiting.


Share a receipt later using Jim Agent

If the sale is already done and you need to send the receipt afterward:

  1. Open the Jim app.

  2. Tap the ✨ icon to open Jim Agent.

  3. Ask for your statements by typing "Show my statements".

  4. Browse your transaction history to find the sale.

  5. Select the transaction to view its details.

  6. Tap Share.

  7. Enter the customer's phone number and confirm to send.


Tips to keep it smooth

  • Double-check the phone number before sending so the receipt reaches the right customer.

  • Keep your transaction history organized for faster lookup.

  • You can also ask Jim Agent for a specific sale, like "Show me Tuesday's sales," to narrow it down.


FAQ

Can I email a receipt instead of texting?

Yes. After tapping Share, you can copy the receipt link and send it by email, DM, or any messaging app.

What does the customer see on the receipt?

The receipt shows the sale amount, the fee, the tip (if any), the date, and your business name.

Can I share a receipt for a sale I canceled?

Canceled sales show in your history. You can share the record, but it's marked as canceled.

Is there a limit to how many receipts I can share?

No. You can share any receipt, as many times as you need.


Need more help?

Human support is available Monday to Friday, 9am–5pm EST.

✨ Talk to Jim, our AI smart help, available 24/7.

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