You can email a copy of a transaction receipt or create a printable copy. Emailed receipts support chargeback prevention and can streamline the transaction experience for customers. This tutorial shows you how to email a copy of a transaction receipt to a customer who has processed a payment for a good or service.
Audience: Partner, Merchant
Email or Print a Transaction Receipt
Complete all steps in the following sections to email or print a transaction receipt.
Note
The Emailed Receipts feature does not provide automated options. You need to find and send each receipt manually. See Emailed Receipts for more information.
Prerequisites
Before attempting this tutorial, you must:
Meet the general prerequisites described in Get Started with Use Case Tutorials.
Have an existing customer transaction to create a transaction receipt.
Access the Transaction Details
Navigate to the Payment History page.
Select any line item to access the Transaction Details page for that transaction.
From the Transaction Details page, click Receipt in the transaction details info header.
View, Send, or Print the Transaction Receipt
View the Transaction Receipt information displayed on the page.
After confirming you have the correct transaction receipt, you can do the following:
Email the Receipt
Click Send.
Enter an email address to send the receipt to.
Click Send to confirm and email the receipt.
Print the Receipt
Click Print Receipt.
Review the Print prompt on your device.
Click Print after confirming all print settings.
Note
Emailed Receipts are enabled when an initial From email address and name is provided to the Payrix Pro platform. From here, you can customize the Send From email address and display name to personalize your receipts.
To customize your customers' experience, reach out to Payrix Pro Implementation Team with your preferred From email address and name information.
Result: You 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
After emailing or printing a transaction receipt, review the following guides for information on related topics:
Issue a Transaction Refund: Process a refund for a captured or settled transaction.