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

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

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.netcellent.com/portal/en/kb/articles/feature-html-credit-card-email-receipt-using-pdf-postoffice
  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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