EQD: AR Open Credit Cards - Auto-Send Payment Receipt When A Card On File Is Charged

🔵 Overview When a card on file is charged through O/E Open Credit Cards or A/R Open Credit Cards, a Payment Received receipt now sends automatically. Previously, automatic receipts only happened for PayByLink payments — charging a card on file required a manual step through AR Receipts Editing to send one.

How It Works

Charging a card on file through O/E Open Credit Cards or A/R Open Credit Cards now automatically sends a Payment Received receipt — no manual step required.
The receipt's content (subtotal, fee breakdown, total, and logo) matches what the existing manual Email Receipt to Client option produces.

Choosing Where The Receipt Goes

When charging a single invoice, a popup appears at the time of charge so you can confirm the recipient email and logo before the receipt sends. This applies in both O/E Open Credit Cards and A/R Open Credit Cards.
In A/R Open Credit Cards, charging multiple invoices at once skips the popup — the system automatically sends a receipt for each transaction instead.

Sent Receipt To Client popup, showing the recipient email, contact name, and From Company selection

💡 Note If no client contact is on file, the popup still appears so you can enter a recipient manually — the receipt does not fail silently.

One Receipt Per Charge

Each new charge or partial payment against an order generates its own accurate receipt. Charging a remaining balance after a partial payment, for example, sends a separate receipt for that new amount without duplicating the earlier one.

Separate receipts for a partial payment ($200.00) and the remaining balance ($53.31) on the same PO

If You Need To Resend A Receipt

The existing manual option is still available: AR > Receipts > Receipts Editing > open the receipt > Program > Email Receipt to Client. Use this if auto-send didn't fire, or if you need to resend a receipt.

This Doesn't Affect PayByLink

The existing PayByLink automatic receipt flow works the same as it did before this update.

Frequently Asked Questions

Q: Do I need to do anything to get a receipt when I charge a card on file?

A: No. Charging a card on file through O/E Open Credit Cards or A/R Open Credit Cards now sends the receipt automatically.

Q: What if there's no recipient email on file for the client?

A: A popup still appears at the time of charge so you can enter a recipient — the receipt doesn't fail silently.

Q: What happens if I charge multiple invoices for a client at once through A/R Open Credit Cards?

A: The system automatically sends a receipt for each transaction rather than prompting you with a popup for each one.

Q: Will I get duplicate receipts if I charge the same order more than once (for example, a partial payment followed by the remaining balance)?

A: No. Each new charge generates its own accurate receipt without duplicating previous ones.

Q: Can I still manually resend a receipt?

A: Yes. Go to AR > Receipts > Receipts Editing, open the receipt, and use Program > Email Receipt to Client.

Q: Does this change how PayByLink receipts work?

A: No. The existing PayByLink automatic receipt flow is unaffected.

Tags: ar-open-credit-cards, oe-open-credit-cards, payment-receipt, card-on-file, auto-send-receipt, receipts-editing, paybylink