How to choose sales-alert message fields and test delivery

In this guide: Control the information included in a scheduled sales text and verify that messages can be received.

Choose message fields

1. Open Settings > Text Alert Settings.
2. In Sales summary message, open Options.
3. Select up to eight values for the message.
4. Choose the information most useful to the recipient, then select Done.
5. Save Text Alert Settings.

Available information may include

• Customer Count and Average Invoice
• Revenue and Income
• Cash, card, and other payments
• Discounts, Cash Expense, and Open Invoice
• Surcharge Collected, Tax Collected, and Cash in Hand

Test delivery

1. Use Test text delivery when available.
2. Enter the phone number that should receive the sample.
3. Select Send Test.
4. Confirm the message arrives and that the values are understandable.

If the test does not arrive

Verify the phone number, confirm the location supports text alerts, and check whether the daily test-message limit has been reached.