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 walks 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.

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

Warning: Currently, the Emailed Receipts feature does not provide automated options. You’ll need to find and send each receipt manually.

See Emailed Receipts for more information.

Tips

Tip: Emailed Receipts are enabled when an initial “From” email address and name is provided to Payrix. 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 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 Emailed Receipts for more information about configuring Emailed Receipts.

Email or Print a Transaction Receipt

Ensure that you complete all steps in the following sections.

Access the Transaction Details

1. Navigate to the Payment History page.

2. Select any line item to access the Transaction Details page for that transaction.

3. From the Transaction Details page, click Receipt in the transaction details info header.

View, Send or Print the Transaction Receipt

1. View the Transaction Receipt information displayed on the page.

2. After confirming you have the correct transaction receipt, you can do the following:

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 additional information on related topics:

• Issue a Transaction Refund: Process a refund for a captured or settled transaction.

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:

• Payment History page

• Transaction Details page

• Use Case: Issue a Transaction Refund