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Salesforce Virtual Terminal -- Receipts

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  • Salesforce Virtual Terminal -- Receipts

    Hi C+P

    I've got a question about the "send receipt" checkbox on the virtual terminal page in Salesforce. Where do I customize this receipt? Is that possible? Also, I noticed in the manual that it should by default send a receipt to both the patron and to us, but we're not getting them in our email and I'm concerned our patrons aren't either. Can you explain what I need to do to set this up properly?

    Thanks so much!

    Kate

  • #2
    Good day Kate,

    You asked: I've got a question about the "send receipt" checkbox on the virtual terminal page in Salesforce. Where do I customize this receipt? Is that possible?
    Reply: The receipt, by default, is based on the organization setting in the administrative portal. In version 5.x you may easily create any receipt you want & customize it anyway you want. Review the Designer & Autoresponder features.

    You asked:
    Also, I noticed in the manual that it should by default send a receipt to both the patron and to us, but we're not getting them in our email and I'm concerned our patrons aren't either. Can you explain what I need to do to set this up properly?
    Reply: The reason you were not getting receipts was because you had entered 2 email addresses in the "Receipt Email Notification" but had not separated them with semicolon. I checked your account and fixed it for you. The instruction above the field states:
    Add the email address of each person who should receive notification whenever a patron completes a transaction for this item. Remember to separate email addresses with a semicolon(up to 1000 characters).

    You should receive receipts moving forward.

    To get a copy of the previous receipts follow the steps listed below:

    - Login to the administrative portal
    - Click on Account Info
    - Click on Receipts
    - Click on Send Receipt
    - Locate the transaction
    - Add the email address you wish to send a copy of the receipt to
    - Click Submit

    Click image for larger version

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    Hope the above answers your question.
    Regards,
    Click & Pledge Support Department

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    • #3
      Thanks so much. Greatly appreciate your help and particularly the graphic. Have a wonderful day!

      Kate

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