Text or Email a Customer Receipt from Patheon Portal

Use these steps to text or email a customer's receipt for a completed transaction from Patheon Portal. To receive receipts via text or email, customers must have notifications enabled on their account.

1. Log In to Patheon Portal. 
2. Select configuration. 
3. Select Customers. The customers panel opens.
4. Select the Customer Name for the customer for which you want to generate a receipt. The customer details panel opens. 
5. Navigate to the transactions section.

1. Select Edit . The transaction details panel opens. 

1. Select send via sms or send via email. The receipt is sent via the chosen method. Note: If text or email notifications are not enabled, the button will be disabled, preventing the receipt from being sent via that method.