Sage 100

Is there a way to pass the email address on a sales order to SPS when you charge the card so that the email notification will go to the person on the sales order notifying them that the card was charged? If so, how? I know the billing address is passed to it but I do not see how to tell it to pass the email address and my tests with email address filled out is not populating the field. Most of my clients do not use this function but I have one that is requesting it. Only other options I could think are 1) just use paperless to send the invoice/sales order to the customer showing paid by CC (doesn't help with deposits) 2) Use Business Alerts / Knowledge Sync to send email 3) Before updating batch, edit each transaction to have the email address. Thanks

When I asked SPS this they said it wasn't currently in Sage's ERP system to pass that field.

I use Knowledge Sync to send out a receipt that is a duplicate of what you would get from the SPS web portal.

Do your customers like the proactive email that their card has just been charged?

I know My customer wants their customers to know when the card is charged so they can fix any issue before it is updated at the end of the day. They like getting an instant email saying it is being charged. Me on the other hand perfer to have the invoice be my notification and only have that one docuement.

We have found that customers need a receipt to turn in for credit card purchases. Before customers would call in asking for a receipt and accounting had to go to the SPS web portal and print one out and fax it to them. So to stop all of that I created a Knowledge Sync alert which is formatted exactly as the receipt from SP S. Now that we send that out customers have stopped calling asking for a receipt. Here is what it looks like: Dear Valued Customer: This is your credit card receipt from Safety Vision. Bill TO: Randolph & Jones Electronics 25 Crossland Ave Clarksville, TN, 37040 USA Ship To: Randolph & Jones Electronics 25 Crossland Ave Attn: Derek York Clarksville,TN, 37040 USA Payment Type:MC Credit Card: ************2735 Card Holder Name:Randolph & Jones Electronics Trx Type: SALE Invoice : 0452016 Auth : APPROVED 001185 Amount:$314.25 Tax: $0.00 Shipping: $16.83 Total: $331.08 Cardmember Acknowledges Receipt of Goods and/or Services In The Amount of The Total Shown Hereon and Agrees To Perform The Obligations Set Forth By The Cardmember's Agreement with The Issuer.

Just amazing how much stuff you can do with KS!!!

Um, you could have done that with Business Alerts too.

Sorry, we couldn't! Found it too hard and cludgy. Had to make the switch. Never looked back. Aside from you Dawn, I haven't heard of a single person who liked BA.

I don't hate BA but I find KS can do more. BA is easy to setup basic functions.