Receipt Capture
Attribute off-platform purchases (restaurants, retail partners, wholesale) to customer loyalty profiles via receipt photo submission and manual review.
Premium brands sell through more than their own Shopify store. Customers buy at restaurants, retail partners, wholesale outlets, and other channels where purchases are invisible to a typical loyalty program. Receipt capture solves this by letting customers submit proof of off-platform purchases for credit toward their tier qualification.
The Problem
A Silver Oak customer orders two bottles of Cabernet at a restaurant — that's $300 in real brand loyalty that a standard Shopify loyalty program would never see. Without receipt capture, that customer's spend profile is incomplete, and they may never reach the tier they've actually earned.
Receipt capture ensures that every dollar a customer spends on your products — regardless of where they buy — counts toward their loyalty status.
How It Works
Customer makes an off-platform purchase
Customer purchases your product at a restaurant, retail partner, or other off-platform channel.
Customer texts a receipt photo
Customer texts a photo of the receipt to your brand's dedicated SMS number.
Received via Klaviyo two-way SMS
The text is received through Klaviyo's two-way SMS integration and appears in your team's inbox.
Staff reviews the receipt
Your staff verifies the purchase — product, amount, and date. Only your brand's products should be attributed, not the full receipt from a restaurant or retailer.
Staff clicks Add Receipt
Staff opens the customer's profile in Shopify admin and clicks the green Add Receipt button. A modal appears with fields for spend amount and receipt date/time.
Spend is added to the customer's profile
The verified spend is added to the customer's qualifying spend total for tier calculation. It appears in their loyalty activity timeline alongside other events.
The Add Receipt Interface
When staff click Add Receipt on a customer's Shopify profile:
| Field | Description |
|---|---|
| Spend amount | Dollar amount of qualifying spend on your products (required) |
| Receipt date & time | When the purchase occurred (required) |
Only attribute the portion of the receipt that represents your brand's products — not the customer's entire restaurant bill or retail basket.
Multiple receipts can be added over time. Each entry appears in the customer's loyalty activity timeline.
Omnichannel Spend Tracking
Receipt capture is one piece of Angle's broader omnichannel attribution system:
| Channel | Tracking Method |
|---|---|
| Online purchases | Tracked automatically via Shopify |
| In-store purchases | Tracked via Shopify POS + wallet pass QR scanning |
| Off-platform purchases | Tracked via receipt capture |
The customer's Shopify profile stores this breakdown in metafields:
- Qualified Spend Online — From Shopify orders
- Qualified Spend Offline — From receipt capture
- Qualified Spend Total — Combined across all channels
This combined total determines tier qualification — not just online spend.
Requirements
| Requirement | Details |
|---|---|
| Klaviyo | Active Klaviyo account with two-way SMS enabled |
| SMS number | A dedicated SMS number configured in Klaviyo for receiving receipt photos |
| Staff workflow | Someone on your team needs to review submitted receipts and allocate spend |
Best Practices
- Train staff on what qualifies — only your brand's products should be attributed, not the full receipt total
- Set a review cadence — process receipt submissions daily or weekly to keep spend totals current
- Communicate the process to customers — include receipt capture instructions in your welcome flow, on your website, and in-store signage
- Include a dedicated SMS number on packaging or receipts so customers know exactly where to send photos