Electronic Transaction Receipts for Customers

Aspire provides customers the ability to subscribe so they can receive email notifications related to electronic payment activity. You can subscribe or unsubscribe from an email or from the Customer Portal, or the Aspire Desktop. 

Notifications include the following:

• When you subscribe to receive electronic payment emails
• When you unsubscribe from receiving electronic payment emails
• When electronic payment is submitted
• When an electronic payment refund is processed
• When you resend an email notification from a desktop

Establishing Receipt Terms and Conditions

Emails that are sent to customers provide a section to display terms and conditions that should be included on the receipt. The text that comprises these terms and conditions is specified on the Receipt Terms and Conditions field available on the Application Configuration screen or the Branch screen. Companies set up for processing of electronic payments with a different Merchant ID for each branch specify terms on the Branch screen. Companies set up to process electronic payments through a single Merchant ID for the whole company, all branches, specify terms on the Application Configuration screen.

Subscribing or Unsubscribing Customer from Aspire Desktop

You can subscribe or unsubscribe customers to receive email notifications of electronic payment transactions. This is done from the Payment Methods tab of the Contact screen by toggling the Subscribe to Electronic Receipt switch.

When you check or uncheck the Email Receipts switch, to subscribe or unsubscribe you will see one of the confirmation dialogs:

Subscribing / Unsubscribing Customer from the Customer Portal

Customers can subscribe or unsubscribe from receiving email notifications of electronic payment transactions from the Customer Portal.

Electronic Payment Emails

A customer receives emails about electronic payment for the following reasons:

• Notification that you have been “subscribed” to receive automatic emails for electronic payments.
• Notification that you have been “unsubscribed” from receiving automatic emails for electronic payments.
• If subscribed, notification when an electronic payment is processed.
• If subscribed, notification when a refund of electronic payment is processed.

Subscription Notice

The following diagram shows the email sent to a customer when they have been subscribed to receive notification of electronic payment transactions processed through Aspire.

Unsubscription Notice

The following diagram shows the email sent to a customer when they have been unsubscribed from receiving notification of electronic payment transactions processed through Aspire.

Transaction Processed Notice

The following image shows the email sent to a customer when a credit card or ACH transaction is processed through Aspire.

The Terms and Conditions section displays text that can be established by the system administrator on the Electronic Payments tab of the Application Configuration screen or the Branch screen.

If you click the link to unsubscribe, Aspire unsubscribes them and displays a notification in the browser as shown above.

Refund Processed Notice

The following image shows the email sent to a customer when a refund for a prior payment transaction is processed through Aspire.

The Terms and Conditions section displays text that can be established by the system administrator on the Electronic Payments tab of the Application Configuration screen or the Branch screen.

If you click the link to unsubscribe, Aspire unsubscribes them and displays a notification in the browser as shown above.

Manually Sending Customer Email Receipts

You can send or resend a receipt to their customer for an existing transaction from the Electronic Payment screen as shown below.

You can select the Electronic Payment Log option from the Invoicing icon in the Aspire Navigation Bar. This displays the Electronic Payment Log which you can filter to identify and select a specific transaction. This displays the Electronic Payment screen on which you can click the Transaction History tab. The Transaction History tab provides a list of transaction attempts. Clicking the hyperlink on the tab prompts you to cancel, or to proceed to send an email to the customer as it would when the transaction was initiated. Emails can be manually sent by clicking this hyperlink even if the customer has disabled automatic notifications. Once you confirm the sending of the email, a final confirmation message is displayed.

Electronic Payment Transaction History Email Logging

Since multiple emails can be sent notifying the customer of a single transaction (i.e. payment, void, etc.), each transaction in the Electronic Payment Transaction History section provides a menu option to display a history of the emails.

Clicking the View Email History option in the transaction menu displays the Email History dialog. The Email History dialog includes the following information: