Electronic Email Receipts

The Electronic Receipt Settings window lets you specify the email options, receipt layout, and the pop-up behavior of the Receipt Delivery Information dialog box. To access the Electronic Receipt Settings window, from the Administration menu on the Portico Explorer Bar, click Products/Services. On the Products/Services menu bar, click Print, then click Electronic Receipts.

How do I? and Field Help

Complete the following steps to set up the email receipt options:

• In the From Name field, enter the name that should appear in the From field of the email.
• In the Subject Line field, enter the subject line that should appear in the email.
• Select how the member number should appear on email receipts from the Member Number drop-down list. The valid options are: No Member Number, Secure Member Number Suffix and Secure Member Number Prefix.
• Select the Balance check box to display the account balance on the receipt.
• The Popup Behavior group box defines default popup behavior of the Receipt Delivery Information dialog box for non-member transactions and the popup behavior of the Receipt Delivery Information dialog box based on the member’s receipt option on the Stmts/Reporting/Notices tab. You can indicate whether the dialog box will pop up when the member’s receipt option is Print or Electronic, or if the transaction is for a non-member.
• In the Logo group box, click Browse to select the credit union logo that should appear on the electronic receipt. The maximum size for the logo is 500 by 200 pixels. Fiserv recommends a size of 200 by 127 pixels. The maximum file size is 50 KB. Select the Delete Credit Union Logo check box and click Save to delete the logo.
• Click Save to save the electronic receipt settings.

Click Cancel to close the window without saving your changes.

The following security permissions included in the eReceipts - Administrator security group support view and maintain access to the Electronic Receipt Settings window:

• Print – Print – eReceipts – Menu Option
• Print – Print – eReceipts – View Only
• Print – Print – eReceipts – Maintain