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.
Option 1. Complete the steps in the following video:
Option 2. Complete the following steps:
Emailing a receipt after running a card sale
- Run a card sale.
- Click Email or Print Receipt.
- In the Email Address field, type the recipient’s email address.
- Click Email Receipt. The Payments Portal confirms it has sent the receipt to the customer.
Emailing a receipt from the History page
- On the toolbar, click History.
- Search for the transaction of the receipt you want to email.
- Click the transaction to display the detailed view.
- Click Receipt to display the sale receipt.
- In the Email Address field, type the recipient’s email address.
- Click Email Receipt. The Payments Portal confirms it has sent the receipt to the customer.
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Tags: history, card sale, email receipt, previous transaction, sales receipt, payments portal