How do I email a receipt?

How do I email a receipt?

You can email a sales receipt directly after running a card sale from the sale‑approval screen. You can also email receipts for past transactions using the History page.

Emailing a receipt after running a card sale

Step 1. Run a card sale.

Step 2. Click Email or Print Receipt.

The sale-approval screen with the Email or Print Receipt button highlighted.

Step 3. In the Email Address field, type the recipient’s email address.

Step 4. Click Email Receipt. The Payments Portal confirms it has sent the receipt to the customer.

Emailing a receipt from the History page

Step 1. On the toolbar, click History.

Step 2. Search for the transaction of the receipt you want to email.

Step 3. Click the transaction to display the detailed view.

Step 4. Click Receipt to display the sale receipt.

A Sale transaction screen with the Receipt button highlighted.

Step 5. In the Email Address field, type the recipient’s email address.

Step 6. Click Email Receipt. The Payments Portal confirms it has sent the receipt to the customer.

Modified on: Wed, 27 Feb, 2019 at 11:25 AM