How do I email the customer a receipt when processing a payment in the Process Transaction tab?

You can email a receipt to a customer directly from the Process Transaction tab in CardSmart.

To send a receipt by email:

1. Complete the transaction details in the Payment Details section.
2. Scroll to the bottom of the section and select the Email Customer Receipt checkbox.
3. Enter the customer's email address in the designated field.
4. Process the transaction as normal.

Once the transaction has been successfully processed, a receipt will automatically be sent to the email address provided.

If you are using a stored Customer Profile and an email address is already associated with the profile, the email address may automatically populate when the customer profile is selected.