When you utilize PDCflow to take payments you can also print and email payment receipts. In this article, you’ll learn how to:
- Print and email receipts when creating a payment
- Use Reporting to locate transactions and print and email receipts
Print and Email Receipts When Creating a Payment
When you successfully process a payment via your PDCflow account Dashboard a popup notification will let you know: “Transaction Successful! Confirmation number:...”
You will be taken to a Transaction Successful page that displays the payment receipt and offers several options including the option to enter an email address and click “Send email” to send a copy of the receipt via email.
Another button offers the option to “Print receipt” from this page.
Print a Receipt From Reporting
To print a receipt from a past transaction, navigate to > Reporting > Financial Reports> All Approved.
Search for the transaction using options search fields (name, date range, or other data about the needed transaction) and click Search.
Email a Receipt
A list of transactions will load. Find the needed transaction and click on the email button (envelope icon). Enter the recipient’s email address in the field and click Send email and a copy of the receipt will be emailed to the recipient.
Print a Receipt
On the list page, click the print button (printer icon) to print the receipt from this page.
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Still need help?
Please reach out to our Customer Success team at support@pdcflow.com for further assistance.