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
Step 1. Run a card sale.
Step 2. Click Email or Print Receipt.
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.
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.
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Tags: payments portal, history, card sale, email receipt, previous transaction, sales receipt