Payment Integration:How to add reference number of payment to email notification?

  • MealsForTheElderly
    Asked on April 23, 2018 at 12:13 PM

    Hi! I recently built a form and LOVE that Square payment plug-in is an option!!

    My accountant needs to see the transaction information (what is chosen within the Square plug-in fields) to note WHAT our registrants are registering/paying for and get them registered properly.

    Is it possible to add this to her notification email? If not, HOW can I get both the form info and the transaction information into one place? I do not want to tell her she has to log into Square every time and match up the transaction from the notification email...that could get incredibly confusing! Hoping there is a simpler solution!! 

    Thanks in advance!

    Best,

    Becca Edens, Meals For The Elderly

  • Richie JotForm Support
    Replied on April 23, 2018 at 2:15 PM

    It is possible to strip the information of the payment section following this guide:-How-to-Strip-Payment-Labels-and-Separate-Payment-Info-on-Email-Alerts

    Payment Integration:How to add reference number of payment to email notification? Image 1 Screenshot 20

    Based in your form we use {weGreatly:transactionid}

    Hope this information helps.

    Please let us know if we can be of further assistance.

    Thank you.

  • MealsForTheElderly
    Replied on April 23, 2018 at 3:19 PM

    Thank you for your help! It looks perfect!!

    That was automatically in there and I deleted it out, goodness. I appreciate your prompt responses to all of us! This is a GREAT service. Thank you again! -Becca