Sending a Customer Payment Receipt Using Paytia

Paytia allows you to email payment receipts directly to customers after a successful transaction. Follow these steps to activate and use the payment receipt functionality.

1. Setting Up the Payment-Receipt Function

1. Log in to the Paytia administration portal.

2. Navigate to Configure User Screen in the left-hand menu.

3. Click on the Data-capture sub-menu.
   
   

   • You will see a field labeled Customer email address in the list of available form fields.
     

4. Click the Edit button (pencil icon) next to Customer email address to open the settings form.
   
   

   • Set Required/Not Required: Select Not Required to make the field optional for users.
   • Set Hide/Show: Select Show to display the customer email field on the payment screen.

5. Save your changes by clicking Save and Submit.
   
   

2. How to Send Customers a Payment Receipt

Once the setup is complete, users can send payment receipts directly from the Agent Capture Assist screen.

1. Tick the Send Customer Receipt Box:

   • The option to send a receipt appears below the payment amount field.
   • Check the box labeled Send customer receipt.
     
     

2. Enter the Customer's Email Address:

   • A field will appear prompting you to enter the customer’s email address.
   • Type in the customer's valid email address.
     
     

3. Complete the Payment:

   • Process the transaction as usual. Once the payment is successfully completed, the system automatically emails the receipt to the provided address.

Example of a Customer Receipt

The receipt includes:

• Invoice Details: Includes the invoice ID, date, and a description of the goods or services sold.
• Billing Information: Displays the customer's name, billing address, and country.
• Payment Details: Shows the card brand, card type, last four digits of the card, and the payment amount.
• Transaction Status: Confirms the success of the transaction.
  
  

This feature ensures a professional and seamless customer experience by providing an immediate confirmation of their payment.

Note: Ensure the customer email address is correctly entered to avoid delivery issues.