Manage your transaction notifications

Keeping your customers in the loop about their transactions is a great way to build trust.

This article will show you how to enable, disable, and customize every transaction-related email your customers receive.

Finding your communication settings

Here's how to get to your communication settings page.

1. Click on the All Tools menu in the top-left corner of your screen.

2. In the menu that appears, scroll down and select Settings.

3. On the Settings page, click Communications.

Choosing your transaction notifications

Select an email from the list to manage its settings on the right.

• Transaction approved: Confirms that a transaction was successful.

• Transaction declined: Notifies when a customer's payment has been declined.

• Transaction reversed: Confirms that a transaction has been reversed or voided.

• Transaction refunded: Sent when you process a refund for a customer.

• Transaction pending: Confirms that a payment is pending, which is common for ACH payments that take time to clear.

Customizing a specific email notification

Once you select a notification, you can fine-tune its settings.

• Send email: Use the main toggle at the top to turn this specific email notification on or off.

• Choose Recipients:

  • Send customer copy: Check this box to send the email to the customer.

  • Send merchant copy: Check this box to send a copy to your business.

• Merchant email: If sending a merchant copy, enter the email address(es) where you'd like to receive it. You can enter more than one by separating them with a comma.

• Attach PDF file: Toggle this on to send a record of the transaction in a PDF format.

Email template

• Subject: Edit the subject line of the email.

• Body: Edit the body of the email.

Click Save once you’re done making changes.

Next steps

• Review your other notifications: Explore the other settings on the Communications page to ensure all your automated emails are working perfectly for your business.