Can I send my customer a payment receipt?

Sending a customer a payment receipt

Yes — Paytia can email a receipt straight to your customer once their payment goes through. There's a one-off bit of setup, then your users can send receipts from the payment screen whenever they need to.

1. Setting up the payment-receipt function

1. Log in to the Paytia administration portal.
2. Go to Configure User Screen in the left-hand menu.
3. Click the Data-capture sub-menu. In the list of form fields you'll find one called Customer email address.
   
   
4. Click the Edit button (the pencil icon) next to Customer email address. In the settings form, set it to Not Required so users aren't forced to fill it in on every payment, and set it to Show so it appears on the payment screen.
   
   
5. Click Save and Submit.
   
   

2. Sending a receipt during a payment

With setup done, receipts are sent from the Agent Capture Assist screen.

1. Tick the Send customer receipt box, which sits just below the payment amount field.
   
   
2. A field appears asking for the customer's email address — type it in. It's worth checking it's right, because a typo here means the receipt never arrives.
   
   
3. Take the payment as usual. As soon as it completes successfully, we email the receipt to that address automatically.

What the receipt looks like

The receipt shows the invoice ID, date and a description of what was sold, along with the customer's name, billing address and country. It also confirms the payment details — card brand, card type, last four digits and the amount — and that the transaction succeeded. Your customer gets confirmation the moment they've paid.