Use Case: Email or Print a Transaction Receipt

Owned by Miles Graves
Last updated: Oct 31, 2024
3 min read

Emailed Receipts are valuable for Referrers and Merchants, providing benefits to receipt recipients. Electronic receipts enhance convenience and efficiency in managing transactions, being organized and searchable, aiding returns, expense tracking, and tax preparation.

A key advantage is the ability for Referrers and Merchants to send additional receipt copies, crucial for chargeback prevention and expense reporting. This streamlines the transaction experience for customers.

Overall, Emailed Receipts offer a practical solution for efficient financial record management, improving organization, accessibility, and reliability for users. This tutorial will walk you through the steps to email a copy of a transaction receipt to a customer who has processed a payment for a good or service.

 

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View of the Transaction Receipt page.

Objective: Email a copy of the transaction receipt or create a printable copy.

Audience

  • Facilitators

  • Referrers

  • Merchants

Environment

  • Portal (Sandbox)

  • Portal (Production)

Prerequisites

Prerequisites:

  • You must have a fully boarded account to perform any of the actions described in this use case guide.

  • You must have an existing customer transaction to create a transaction receipt.

Warnings

Warnings will provide insight or advice to avoid risk, visibility, and overall product performance issues during this use case.

Warning: Currently, the Emailed Receipts feature does not provide automated options. Each receipt needs to be found and sent manually.

See the Emailed Receipts guide for more information.

Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.

Additional Resources

Email or Print a Transaction Receipt

1. Access the Transaction Details

  • Step 1: Navigate to the Payment History page.

  • Step 2: Click on any line item to access the Transaction Details page for that transaction.

  • Step 3: From the Transaction Details page, click the Receipt Button in the transaction details info header.

2. View, Send or Print the Transaction Receipt

  • Step 1: View the Transaction Receipt information displayed on the page.

  • Step 2: After confirming you have the correct transaction receipt:

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Transaction Receipt page; Print Receipt & Send buttons

Email the Receipt

  1. Click the Send button.

  2. Enter an email address to send the receipt to.

  3. Click Send to confirm and email the receipt.

Print the Receipt

  1. Click the Print Receipt button.

  2. Review the Print prompt on your device.

  3. Click Print after confirming all print settings.

Result: You have now successfully emailed or printed your receipt for your customer. This receipt can also be saved as a PDF to your device using the Print menu options.

Next Steps

Once the refund is issued, review the following guides for additional information on related topics:

Conclusion

The transaction receipt has been successfully emailed to the associated customer for their records and to help mitigate potential chargebacks.

References

Click the links or items below to access any of the following pages: