Sending Email Receipts

For more information about setting up your print options, see Print Setup.

Your members can choose to receive teller-line transaction receipts via email or printed hard copy. Your members can choose to receive an email containing their transaction receipt or have the receipt printed. Receipts can be sent to one of the three existing email addresses located on the Contact Information tab, or an additional ad hoc email address can be provided when the receipt is generated.

How do I? and Field Help

When the receipt is generated, the Receipt Delivery Information dialog box will appear to allow you to select the receipt delivery method, maintain the email addresses on the Contact Information tab, or enter an additional ad hoc email address.

Select the Send To check box to indicate which email address from the Contact Information tab should receive the email receipt. You can enter an ad hoc email address in the Other field. Select the Print check box to print the receipt in addition to the email receipt.

Select the Default check box to indicate the default email address that should be used for electronic receipts. If all three Default check boxes are selected as default email addresses, all three email addresses will be used to send the email receipt. At least one Default check box must be selected to send an email receipt. If you make changes to the Default check boxes, Portico will save your changes to the Contact Information tab when your click Save.

Select the receipt delivery method option from the Delivery Method drop-down list. The valid options are:

• P – Print. Member receives printed receipts and has not elected to receive electronic receipts. System Default
• E – Electronic. Member receives electronic receipts.
• O – Opt Out of Electronic Receipt. The member has opted out of receiving electronic receipts. The member will continue to receive a printed receipt when the teller has enabled receipts.

Select the Print check box to print the receipt in addition to the email receipt.

Click Send/Close to send the email receipt.

If you make changes to the Email Address fields, the Default check boxes, or the Delivery Method field, Portico will save your changes to the Contact Information tab and the Stmts/Reporting/Notices tab when you click Save. Changes made to these fields will also appear on the Non-Financial Transaction Register Report 030 and Non-Financial Transaction Register - Employee Report 036.

Transactions for non-members will display a similar dialog box. You can enter an ad hoc email address in the Email Address field. Select the Print check box to print the receipt in addition to the email receipt.

You can manually access the Receipt Delivery Information dialog box from the Teller Journaling - Transaction Journal tab and the receipt printer icon on the Portico toolbar.

Electronic receipts follow the user-level receipt option selected on the Receipt tab of the Print Profile – Preferences dialog box and the transaction-level receipt option selected from the printer icon menu on the Portico toolbar. If the user-level receipt option is not activated, a receipt will not print or be sent via email regardless of the member’s receipt delivery preference on the Stmts/Reporting/Notices tab. If the transaction-level receipt option is disabled, a receipt will not be sent via email regardless of the member’s receipt delivery preference; however, the receipt will be imaged and saved in Nautilus Essentials as it is today.