: Users with the following roles
can print or email a receipt:
- Merchant Manager
- Merchant Clerk
- Reporting Manager
- Reporting Clerk
- Virtual Terminal Manager
- Virtual Terminal Clerk
- Virtual Terminal Only
Important: You can print or email a receipt only for card transactions.
To search for a transaction, complete the following steps:
Step 1. Click the Transaction Finder tab.
Step 2. Select the search period:
a. Click the Date & Time drop-down menu and either:
- Select Custom and use the calendar tool to choose your own search period.
Step 3. Select the terminals you want to include in your search:
a. In the Terminal section, click SELECT.
b. (Optional) To search for a specific terminal, enter the Terminal ID or the Terminal Name into the filter.
c. Select the terminals you want to include in your search.
d. Click SAVE SELECTION.
Step 4. (Optional) Complete the following fields:
- Minimum Amount
- Maximum Amount
- Invoice Number
- PO Number
- Last 4 Digits of Card #
- Clerk ID
- Transaction ID
Step 5. Click the Transaction Type drop-down menu and select the type of transaction to include in the search.
Step 6. Click SEARCH.
Step 7. Click on the Transaction ID of the transaction you want to print or email the receipt for.
Step 8. Click the History tab.
Step 9. Print or email the receipt:
a. Click PRINT RECEIPT.
b. Click PRINT.
a. Click EMAIL RECEIPT.
b. In the To field, type the customer’s email address.
c. (Optional)To email yourself a copy of the receipt, select Bcc me.
d. (Optional) Edit the default subject of the email.
e. Click SEND.
Let us know if this answered your question. If not, please let us know why!
Tags: print receipt, openedge view, print statement, email statement, send receipt