Set it up!
Extremely quick and easy to set-up. All you need to do is navigate to:
“System (F7) > Credit Union > Teller Area Configuration”
Then, choose Receipt Options on the General tab, click Prompt for Email Receipts.
When this box is checked, receipts can be emailed to the member. Upon posting a transaction that produces a receipt, a box will pop up asking “Would you like to email a copy of this receipt to the member?” If “Yes” is clicked on, an “Email Receipt to Member” box will pop up, with the primary member’s email defaulted in the “Email Address” box. If this email address is changed, the user will have the ability to update the address on the primary member’s contact tab. If Yes is clicked to change the member’s email, the user will be prompted to complete the Red Flag information. The receipt will be emailed to the address indicated, coming from the “General E-Mail Remitter Name” configured in the “Outbound Email Configuration” in Web Admin.
So you can go to the Apple Store, Home Depot, etc. and have your receipt e-mailed to you. Why wouldn’t your members expect the same from their Credit Union?
So we took a look, leveraged our existing functionality and built a solution that your members will appreciate. Not to mention, our Clients will save even more money by not printing the members receipt.
Another Member/CU centric solution that ALL Clients can use. It is managed from FORZA, configured within FORZA and sent from FORZA. Oh yes, and all imaged with your Database.
NO Hardware to Manage = Saving Time and Money.
“This is another one of those solutions for 2014 that our Team worked together on and put forth their best effort. Solutions like SMS/Text Messaging from FORZA and Email Receipts are just a couple of the solutions that we built this year; while still maintaining other solutions and earning 100% Support Satisfaction. I cannot be prouder of our Team and what is being produced. Credit Unions that are looking at us have an appreciation for quality solutions, service and flexibility that we can provide. We were one of, if not, the first “one-stop” shop for all a Credit Unions needs. The level of awareness in finding a true PARTNER has risen. We will be here to fill that need”, said Shaun Murray the President at ESP, Inc.