Using Email receipts, you can easily create custom receipts for every type of transaction including purchases, recurring billing, returns, pre-authorizations and pre-auth completions, batch processing, and mobile transactions. Basic receipt templates are set up for you, complete with your company contact information.
Warning! Before you begin, check with your developer to see if they created email receipts in the Simple Cart, or another 3rd party application. If they are already set up, you don't need to customize the Email Receipt, otherwise clients will receive duplicate emails.
You can activate email receipts quickly by accepting the default options.
- Log in to the Online Member Area
- From the menu, click administration, account settings, and finally email receipts.
- Select your preferred Message Type from the drop-down list.
- Select Yes from the Send Message field to automatically send receipts.
- To save your changes, click Update (bottom left).
- Repeat for each email receipt Message Type you are setting up.
These instructions give you a detailed description about what each email receipt field does.
- Log in to the Online Member Area
- From the menu, click administration, account settings, and then email receipts.
- Select the Language you want to communicate in.
- Select a Message Type from the drop-down list. The data in the Receipt Template box changes. See Email Receipt Message Types for explanations and a list of variables.
- In the From field, enter the name of the company sending the email.
- In the From address field, enter the email address you are using as your primary contact. Customer replies are sent to this address.
- In the Email copy to field, enter email addresses you want to CC receipts to; use a comma to separate the addresses.
- Enter the text you want for your the customer to see in the Subject line.
- In the Send Message field, select Yes to turn automated email receipts on.
- The Show receipt after transaction field is used with the Web Terminal. If you select Yes, a confirmation page opens.
- Select the Content Type you want in your message: Plain text or HTML. Custom receipts (next step) are Plain Text.
- For the Template Type, when you select Custom, you can change the text in the Receipt Template box.
- To change the text in the Receipt Template box, you can do the following:
- Remove lines.
- Edit field titles (left side of text box). For example, Order Date or Order Number
- Do not modify the variable formats (%date%, %time%, etc.) as it affects how the data is displayed.
- Add more email receipt message types and variables
- Select the Receipt Settings check box to send a Decline Transaction Notification to the primary contact on the Company Information page. This is done for all transactions declined through the Process Transaction API—but not for Web Terminal transactions. See Section below.
- To save your changes, click Update (bottom left).
- Repeat for each email receipt Message Type you are setting up.
To modify the content of an email, select the Custom Template Type. All custom email receipts are plain text.
- For the Template Type, select Custom.
- In the Receipt Template text box, you can remove entire lines and edit field titles (left side of text box). For example, Order Date, Order Number, Order Total.
Warning! Do not modify the variable formats (%date%, %time%, etc.) as it affects how the data is displayed.
- You can also add additional variables.
- Click Update to save your changes.
Receiving email notifications for declined transactions
Declined emails are not sent for Web/Virtual Terminal transactions. They are manually processed transactions and there is an immediate response at the end of the process.
- Scroll to the bottom of the Email Receipts page.
- Select the Receipt Settings check box to Send a Decline Transaction Notification to the primary contact on the Company Information page. This will apply to all transactions declined through the Process Transaction API.