Can I send my customer a payment receipt?
You can. This article explains how to activate, setup and use the customer payment-receipts function
1. Setting up the payment-receipt function
2. How to send customers a payment receipt
1. Setting up the payment-receipt function
- Go into the administration portal and select Configure user screen on the left-hand menu
- Click the Data-capture sub-menu. Here is the link to that page.
- You will see a field name called Customer email address. Click the edit button on the far right of that row. This will open up the edit form.
- Set the Required/Not Required option to Not Required. This will show it, but make it optional to complete.
- Set Hide/Show to Show to add the customer-email field to your user's payment screen.
2. How to send customers a receipt
Now customer receipts are enabled your users will see the tick-box option in the Agent Capture Assist to send your customer a payment receipt when a successful payment is transacted.
This option appears below the amount field on the payment form.
When ticked you will be able to type in your customer's email address
Once a successful payment completes the customer will be emailed a payment receipt.
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