When a payment is processed in CRM or on the portal there is a Print button at the end of the payment wizard, but if for a customer wants receipt after that wizard is closed there are ways to get that information to them. There are ways to customize workflows and emails to send confirmation and/or receipts to customers. However, in this article we are going to go over two ways to get customers this information without any customization or processes.
Customer Access Through the Portal
Under the My Orders Tab on the portal customers can see Unpaid Orders and then Paid Orders. So the steps below can be followed by the customer at any time for any paid order.
Click on the blue link to open a Paid Order record.
Click Print on the Order Summary Page for the Order
Click Open on the PDF link that appears
Usually this pops up at the bottom of the screen. The customer can also click Save.
Print and/or Save the PDF document
Run an Order Summary report in CRM
While directing the customer to the portal is the easiest method for staff, we know that sometimes you may want to accomplish this in CRM. Just like the portal you can print or save the report, but you cannot email the report directly from CRM.
Navigate to the Order Record
If you are coming from the contact record you will need to make sure that both order views allow you to see fulfilled orders. See above for what changes you may need to make to your view.
Payment and Order Information are on the Order Summary Report
*Note that this report will work for all orders, not just fulfilled ones. If the order is fulfilled you will also see a payment summary. If it hasn't been fulfilled you will see the balance remaining.