Salesforce Virtual Terminal -- Receipts

[kingold]

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

[CnP.Support]

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



Hope the above answers your question.

[kingold]

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

Kate