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Customize Text Receipts With Ricochet Pay - PayLink

How to enable and start texting receipts for transactions when integrated with Ricochet Pay - PayLink.

Shandara Hart avatar
Written by Shandara Hart
Updated over 11 months ago

! IMPORTANT !

In order to text a receipt, a customer (with a phone number tied to their profile) must be attached to the sale. If no customer phone number is present, Ricochet will only offer the option to print a receipt or run a sale with no receipt.

To Customize Your Receipt:

  1. Login your PayLink Dashboard

  2. Enter your Username and Password (created when signing up for Ricochet Pay | PayLink)

  3. Click Account

  4. Click Page/Receipt Layout

  5. Complete the fields (see screenshot below)

    • Business Name

    • Address Line 1

    • Address Line 2

    • Phone Number

    • Logo

    • Logo Link URL (optional)

    • Background Color

    • Background Image

      NOTE: Reference the preview on the right for how your changes will appear.

  6. Click Save.

To Manage Images Used For Logo, Background Texture or Promotional Banners:

Inside PayLink Dashboard,

  1. Click Account

  2. Click Manage Media Assets

    • Upload Media Assets

      • Give the asset a Friendly Name

      • Choose the Asset Type (Receipt Logo, Background Texture or Promotional Banner)

      • Choose File (standard jpeg or png format)

      • Click Upload

    • Delete Media Assets

      • Click the 'X' to the right of the asset needing removed

NOTE:

Clicking the 'X' to delete an asset will automatically save and cannot be reversed.

To Customize A Promotion Shown On Credit Card Transaction Text Receipts:

Inside PayLink Dashboard,

  1. Click Promotions

  2. Click SMS Receipt

  3. Check the box "Promotion Enabled"

  4. Complete the fields (see screenshot below)

    • Custom SMS Receipt Text (this is the text in the receipt link)

    • External Link

    • Promotional Text

    • Button Text (if blank banner clickable)

    • Optional Banner Image

      Select pre-loaded images from the drop down or click the blue '+' sign to add new

    NOTE: Reference the preview on the right for how your changes will appear.

  5. Click Save.

How to print a receipt in the Ricochet POS:

  1. Prepare and complete a sale in the POS

2. Upon clicking Finish, a window will pop allowing you to select the receipt type.

NOTE: The Sale ID can be used to find the sale again in the Sales Detail Report.

*Ricochet Pay - PayLink Powered In Partnership With Fortis


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