CardPointe Tutorial – How to customize the email receipt for Virtual Terminal

by Oct 5, 2020CardPointe

When using the CardPointe Virtual Terminal, you have the option to send an electronic receipt to your customers and you can customize the receipt to include or exclude certain fields. 

FEATURED VIDEO

SETUP

Inside your CardPointe account, navigate to the ADMINISTRATION tab and then click the RECEIPTS tab. 

On the left, you’ll see a sample of the receipt and what it will look like once it’s delivered to your customer. 

On the right, you’ll see the fields you can edit and adjust values. 

The column labeled “Active” allows you to include or exclude the specific field in the receipt. Check to include, and uncheck to exclude. 

As you make your way down the list of fields to edit, you’ll notice that there is an option for custom fields to be included in the receipt. 

If this box is checked, it will include all custom fields that are set to appear on the receipt within the Custom Fields sub tab.  

In order to set a specific custom field to show on the receipt, simply check the show on Receipt” box and you have the choice to make it a required field as part of the Customer Profile, or as part of the transaction detail.

For more details on customizing the Virtual terminal fields, check the links in the description for the corresponding video. 

Customer Profile fields show up on the bottom of the receipt and the Transaction Details fields show up towards the top of the receipt. 

So as you can see, in order to have a custom field show up on a receipt, like the SKU number for example, you must have the SKU number custom field added and set to show on the receipt under the Custom Fields subTab, AND you must have the Custom Fields box check to show on the receipt under the “receipts” tab.

Final notes

A couple final notes for clarification: 

1- Keep in mind, that if you change your business demographics information such as business name, address or phone number, it only changes right here on this electronic receipt and does not change in your merchant account file. 

If you want to permanently change any of that information, you would need to open a support ticket to have your new address changed in the back end of your merchant account.  There are links in the description to show you how to open a support ticket from your CardPointe dashboard. 

For more CardPointe tutorials like this one as well as general merchant account training videos be sure to click on that subscribe button so you receive notifications when future videos are posted 

Share this video with your friends and colleagues and  comment below if you have any questions about the functionality of anything CardPointe related or anything covered in this video 

I’m Brian Manning and I’ll see you next time

Brian Manning

Bancardsales founder and 15 year payment processing veteran, Brian Manning has helped thousands of businesses streamline their electronic payment systems. With a healthy disdain for things like terminal leases and "lowest rate" guarantees he regularly advises on best practices to anyone setting up merchant account related solutions. Brian's mission and passion is to help business owners use their merchant account simply as one tool in the big picture of growing their own business and creating an experience that is positive and meaningful for their customers.

Brian Manning

Bancardsales founder and 15 year payment processing veteran, Brian Manning has helped thousands of businesses streamline their electronic payment systems. With a healthy disdain for things like terminal leases and "lowest rate" guarantees he regularly advises on best practices to anyone setting up merchant account related solutions. Brian's mission and passion is to help business owners use their merchant account simply as one tool in the big picture of growing their own business and creating an experience that is positive and meaningful for their customers.

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

filed under: CardPointe