How to... > Use Email Receipts

CIM GOLDTeller allows you to email receipts to customers rather than printing paper receipts. You must be using the new email address record in order to use this feature. Institution Option P0E0 (Use New Email Addresses) must be set. To use the new email address record, a conversion must be processed on your CIS file. Contact your Account Manager for more information. Once this conversion is completed, you can set an additional Institution Option to begin using the email receipts feature at your bank. CIM GOLD version 15.1 or higher must be installed.

NOTE

A printer must be selected in your GOLDTeller Receipt Printer configurations. Email receipts will not work if you print to your display.

Institution Option (EMRT- Email Receipts) must be set to allow tellers the option to email receipts to your customers. Second receipts will still be printed as they currently are.

A check box, E-Mail Receipt?, will be shown on the bottom of each teller transaction that requires an account number. An option to automatically check this field on all transactions is found in PC Institution Settings Page Two.

Email Address Rules

The email addresses of the SSN entered on the transaction or the email addresses of the Account IRS Owner will be presented to the teller in a drop-down list. After a conversation with the client, the teller must select one of the email addresses from the list.

oEmail addresses cannot be entered during the transactions. Only addresses on file can be used.

oIf there are no addresses on file for the customer, a message displays. The transaction continues, and regular receipts will be printed.

oIf the teller is set up to display receipt information, no email addresses will be presented.

Email Sender Information

Alert #209 will be used for the receipt transaction email. You must send in a work order for the Web addition. The receipt that gets emailed is in the same format as your printed paper receipt.