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Feature: Email Credit Card HTML Receipts to Order and Ship-To Contacts

← Credit Card Processing
Release Date: 9/26/2024
Elliott versions: 8.6 and Higher

Background

Before this update, it was possible to send HTML credit card receipts, using Elliott PostOffice, to credit card Customer contacts, but not to Order or Ship-To contacts.  With this update, the Order and Ship-To contacts also will be able to receive HTML credit card receipts.

Requirements
There are two requirements for sending HTML credit card receipts:
  1. PostOffice must be enabled for the current Company.  Details for enabling PostOffice can be found here: https://support.elliott.com/knowledgebase/articles/2002810-feature-html-credit-card-email-receipt-using-pdf
  2. The contacts you want to receive the HTML credit card receipts must be associated with the Customer, Salesman, Order and/or Ship-To locations, and those contacts must be marked to receive credit card HTML receipts.

Enabling Ship-To Contacts to Receive Credit Card Receipts

You can enable a Ship-To contact to receive HTML receipts by doing the following:
  1. Bring up the COP Ship-To File Maintenance task from Elliott Control Center.
  2. Select the Change menu option, then enter the Customer and Ship-To numbers.
  3. Press F12 to bring up the eContact Relationships list for the Ship-To location.
  4. Select the desired contact and press View/Edit or press New to add a new contact.
  5. Select the Web tab and press the Email docs... button.
  6. Check the Yes radio button for Credit Card Receipt HTML.
  7. Press OK, then Save on the next screen.

Enabling Order Contacts to Receive Credit Card Receipts

When you create an order, you can associate one or more existing customers, salesmen, or ship-to contacts to the order:

  1. Once the order is created and you are on the item selection or payment screens, press F12 to bring up this list:

  1. In the list on the left, select one or more contacts.
  2. Press the > button, as shown in the red box above.
  3. That will copy the selected contact(s) to the current order and set all email document values to Yes, including the Credit Card Receipt HTML flag.

Special Sales Desk Processing

When you are in Sales Desk, you are creating a quote that may or may not be turned into an order.  Before making a credit card payment, you can press F12, as described in the section immediately above, to select contacts and associate them to the quote.  Then, when a credit card payment is made, those contacts will receive the HTML receipt.  Additionally, when the quote is converted into an order, the quote contacts will become associated with the newly-created order.

JEG
Programs: 8 application and 2 system programs

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