How do I Email a Receipt from the CardPointe Virtual Terminal?

Enter the customer's billing and contact information in the available fields.

Please note the following:

• The Name on Card field is required. All other fields are optional.
• The Always use default payment method for this profile checkbox is selected by default. When enabled, the customer's default payment method is automatically used for the billing plan.
  To update a customer's default payment method:
1. Navigate to Virtual Terminal.
2. Select the Customers tab.
3. Select the customer profile.
4. Select a payment method from the right side of the screen.
5. Click Make Default.

CardPointe can automatically email a receipt to the customer after a transaction is processed.

To email a receipt:

1. Enter the customer's email address in the Email Address field.
2. Select the Email Receipt checkbox.

When enabled, a receipt for the transaction is automatically sent to the email address provided.

Also, when looking at the reporting tab of the website, you can email them a receipt that way as well.