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    How to customize the customer receipt in Paya Exchange

    Description

    How do I edit what shows on my customer's receipt in the Paya Exchange?


    Resolution

    If you are looking to customize what information is shown on your customer receipt, the steps below will assist you. In Paya Exchange, if you click on the Virtual Terminal > Launch and once you are in the Virtual Terminal, in the top-right you will see 'Settings'. Click Settings > and the last tab will be the receipt tab, you will be at the screen where you can edit the receipt.

    You will see 'Insert Sage Tags' on the top right. Here, you can find just about any information that you would want on a customer receipt.

    Example:
    If you want to show the customer’s name on the receipt, you would select “insert Sage Tags, Select “Customer Info” > and select “Customer Name”. This will place the template <#customer.billing.name#> onto your receipt.

    If you would like to show the customers last 4-digits of their card number on the receipt, you would select “insert Sage Tags, Select “Transaction Info” > and select “Transaction Card number, Masked”. What this will do is place the template <#customer.transaction.cardnumber#> onto your receipt.
    If you like to show the Transaction date on the receipt, you would select “insert Sage Tags, Select “Transaction Info” > and select “Transaction Date”. This will place the template <#customer.transaction.date#> onto your receipt.

    You may want to just show the text on the receipt. If you would like to show text, simply type what you would want. If at any moment you would want to return the receipt to its default setting, click 'Restore Default Receipt'.

    Once completed, click 'Save'.


    If you have questions or require additional information, please contact us and we will be in touch with you shortly.



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