Use Case: Email or Print a Transaction Receipt
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.
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.
Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.
Tip: Emailed Receipts are enabled when an initial “From” email address and name is provided to Payrix or your Facilitator respectively. 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 (or your Facilitator) with your preferred “From” email address and name information.
Tip: When Printing Receipts, most devices will also provide you with a “Print to PDF” option, which you can use to save individual receipts as PDFs where needed for situations like chargebacks or warranties.
Additional Resources
See the Emailed Receipts guide for more information about configuring Emailed Receipts.
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:
Email the Receipt
Click the Send button.
Enter an email address to send the receipt to.
Click Send to confirm and email the receipt.
Print the Receipt
Click the Print Receipt button.
Review the Print prompt on your device.
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:
Issue a Transaction Refund: Process a refund for a captured or settled transaction using the Issue a Transaction Refund use case.
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: