Can I send my customer a payment receipt?
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
Log in to the Paytia administration portal.
Navigate to Configure User Screen in the left-hand menu.
Click on the Data-capture sub-menu.
- You will see a field labeled Customer email address in the list of available form fields.
- You will see a field labeled Customer email address in the list of available form fields.
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.
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.
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.
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.
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.
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