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Configuring Receipts

Learn how to configure and deliver receipts for in-person payments via print, email, or SMS.

Receipts are more than a formality—they’re a key part of the customer experience. With Finix, you can easily provide professional, network-compliant receipts for every in-person payment, whether they’re printed at the terminal or sent digitally.

Card networks have strict receipt requirements, and Finix ensures every receipt meets network standards.

Understanding Receipt Settings

When Prompt Receipt Confirmation is enabled, customers will be asked to choose their preferred receipt delivery method after each transaction.

Under Receipt Delivery Method, select which options you want to make available to customers:

  • Email - Send digital receipts to customer email addresses
  • Print - Print physical receipts from the terminal
  • SMS - Send digital receipts via text message

For automatic receipt delivery, we recommend enabling all three options under Supported Automatic Receipt Delivery Types unless you are implementing custom receipt handling.

Configure Receipts Delivery Methods

Configure Receipts Directly on the Standalone Terminal

Prerequisites

Before updating the receipt settings, ensure the following:

  • The device supports receipt printing and has paper loaded.
  • The terminal is powered on.
  • The terminal is connected to the internet.
  • The Finix Payment App is open on the terminal.

Steps to Configure Receipt Settings

  1. Navigate to the Settings menu on your terminal.
  2. Click on Checkout.
  3. Find the Receipts section.
  4. Choose your preferred Receipt Settings.
  5. Click Save to apply your changes.

Screenshots below show the configuration and receipt settings screens

Checkout Screen
Checkout Settings
Receipt Settings
Receipt Enabled

Sending In-Person Receipts

Printing Receipts with the Finix API

Below is a sample request that you can use to print receipts for any Authorization or Transfer. The receipt will print to the Device specified under destinations.

When creating a Receipt request, keep the following parameters in mind:

  • type: Specify who the receipt is for (MERCHANT or BUYER)
  • send_receipt_to_buyer: Set to true to send the receipt to the customer
  • amount_breakdown: Include tip and surcharge details if applicable (these won't automatically carry over from the original transaction)

Sample request:

Create Receipt Request
curl https://finix.sandbox-payments-api.com/receipts \
    -H "Content-Type: application/json" \
    -H 'Finix-Version: 2022-02-01' \
    -u USjHFGYvecE4LBitYG8KDE2g:b698f403-d9b7-4157-82d8-162cea8c8cc3 \
    -X POST \
    -d '{
      "send_receipt_to_buyer": true,
      "amount_breakdown": {
        "subtotal_amount": 1700,
        "additional_buyer_charges": {
          "surcharge_amount": 100
        },
        "tip_amount": 100
      },
      "requested_delivery_methods": [
        {
          "type": "PRINT",
          "destinations": [
            "DV864n6gKbgGNgQg9LyHpnMR"
          ]
        }
      ],
      "entity_id": "TRrieLrWspuN3W72BP3nD6hh",
      "type": "BUYER"
    }'

Sample response:

Create Receipt Response
{
    "id": "receipt_ccBeL2iWn3V1wWSfqjuaE",
    "created_at": "2024-06-26T18:06:12.68Z",
    "updated_at": "2024-06-26T18:06:12.68Z",
    "amount": 500,
    "currency": "USD",
    "amount_breakdown": null,
    "send_receipt_to_buyer": true,
    "device_id": "DVmiLSwXdYxC7U3wtGCpF7iD", 
    "entity_details": {
        "id": "TR3rNtUhV4dC82vNsVGLENVD",
        "created_at": "2024-05-23T21:26:11.71Z",
        "type": "TRANSFER"
    },
    "type": "BUYER",
    "merchant_details": {
        "id": "MUrcHDvsFUp4PjJzWo7WzF82",
        "business_name": "Smith & Associates Consulting",
        "doing_business_as": "Smith & Associates Consulting",
        "business_address": {
            "city": "Allen",
            "country": "USA",
            "line1": "1113 Shade Tree Ln",
            "line2": null,
            "postal_code": "75013",
            "region": "TX"
        }
    },
    "payment_instrument_details": {
        "id": "PIkXm2YP4isGwpRpfjrDkEc8",
        "type": "PAYMENT_CARD_PRESENT",
        "bin": "476173",
        "brand": "VISA",
        "card_type": "CREDIT",
        "last_four": "0010"
    },
    "network_details": {
        "application_label": "VISA CREDIT",
        "application_identifier": "A0000000031010",
        "approval_code": "031475",
        "cryptogram": "ARCQ A09FDACC9F024838"
    },
    "requested_delivery_methods": [
        {
            "type": "PRINT",
            "destinations": ["DVmiLSwXdYxC7U3wtGCpF7iD"]
        }
    ],
    "receipt_url": "https://receipt.sb-payments-checkout.com/W3Qoh1",
    "_links": {
        "self": {
            "href": "https://finix.sb-payments-api.com/receipts/receipt_ccBeL2iWn3V1wWSfqjuaE"
        }
    }
}

Adding Custom Fields to Receipts

If you want to add custom fields to receipts, you can use the receipt_options object in the request body. For more details, API Reference: Custom Fields in Receipts.

When a transfer is created using the /transfers endpoint, you can include the receipt_options object for card-present transactions only to send rich receipt data and deliver a receipt.

Below is a sample request that shows how to add custom fields to a receipt.

Sample Request

Create Receipt Request with Custom Fields
curl https://finix.sandbox-payments-api.com/transfers \
    -H "Content-Type: application/json" \
    -H "Finix-Version: 2022-02-01" \
    -u USjHFGYvecE4LBitYG8KDE2g:b698f403-d9b7-4157-82d8-162cea8c8cc3 \
    -X POST \
    -d '{
        "amount": 2000,
        "currency": "USD",
        "device": "DVcg7T4QtjaMqrUrvW4wN9ZK",
        "operation_key": "CARD_PRESENT_SALE",
        "tags": {
            "order_number": "Test Transaction"
        },
        "receipt_options": {
            "additional_details": [
                {
                    "name": "Invoice Number",
                    "value": "123123123123"
                }
            ]
        }
    }'

Sample Response

Create Receipt Response with Custom Fields
{
    "id": "TRweNhbvaAFtp9ufhkfNhVJq",
    "created_at": "2025-06-04T04:54:11.74Z",
    "updated_at": "2025-06-04T04:54:11.74Z",
    "additional_buyer_charges": {
        "convenience_amount": 0,
        "surcharge_amount": 0,
        "rent_surcharge_amount": 0
    },
    "additional_healthcare_data": null,
    "additional_purchase_data": null,
    "address_verification": null,
    "amount": 1800,
    "amount_requested": 2000,
    "application": "AP6SikwRjvG2pibYPqsauUfp",
    "card_present_details": {
        "emv_data": {
            "application_identifier": "A0000000031010",
            "application_label": "VISA CREDIT",
            "application_preferred_name": null,
            "application_transaction_counter": "004E",
            "cryptogram": "ARQC AF834FFFF6439655",
            "issuer_code_table_index": null,
            "network_emv_response": null,
            "pin_verified": false,
            "tags": null
        },
        "masked_account_number": "476173******0010",
        "name": null,
        "brand": "VISA",
        "entry_mode": "CONTACTLESS",
        "payment_type": "CREDIT",
        "approval_code": "046299",
        "digital_signature_file_id": null
    },
    "currency": "USD",
    "destination": null,
    "device": "DVcg7T4QtjaMqrUrvW4wN9ZK",
    "externally_funded": "UNKNOWN",
    "failure_code": null,
    "failure_message": null,
    "fee": 0,
    "fee_profile": "FP7TWCCKnEXLrY8R5Z6FYwXy",
    "idempotency_id": null,
    "merchant": "MUvnJCJShHXdCNeYGZfeaGz5",
    "merchant_identity": "IDkkrwinknP5yijVCHrEWz9t",
    "messages": [],
    "operation_key": "CARD_PRESENT_SALE",
    "parent_transfer": null,
    "parent_transfer_trace_id": null,
    "raw": null,
    "ready_to_settle_at": null,
    "receipt_last_printed_at": null,
    "security_code_verification": null,
    "source": "PIdQuhTX6SgzguYPHmrTB1gg",
    "split_transfers": [],
    "state": "SUCCEEDED",
    "statement_descriptor": "ACME Anchors",
    "subtype": "API",
    "supplemental_fee": null,
    "tags": {
        "order_number": "Test Transaction"
    },
    "tip_amount": null,
    "trace_id": "FNXbSQMzDLYE7gM79Dn1q5o36",
    "type": "DEBIT",
    "_links": {
        "application": {
            "href": "https://finix.sandbox-payments-api.com/applications/AP6SikwRjvG2pibYPqsauUfp"
        },
        "self": {
            "href": "https://finix.sandbox-payments-api.com/transfers/TRweNhbvaAFtp9ufhkfNhVJq"
        },
        "merchant_identity": {
            "href": "https://finix.sandbox-payments-api.com/identities/IDkkrwinknP5yijVCHrEWz9t"
        },
        "device": {
            "href": "https://finix.sandbox-payments-api.com/devices/DVcg7T4QtjaMqrUrvW4wN9ZK"
        },
        "payment_instruments": {
            "href": "https://finix.sandbox-payments-api.com/transfers/TRweNhbvaAFtp9ufhkfNhVJq/payment_instruments"
        },
        "reversals": {
            "href": "https://finix.sandbox-payments-api.com/transfers/TRweNhbvaAFtp9ufhkfNhVJq/reversals"
        },
        "fees": {
            "href": "https://finix.sandbox-payments-api.com/transfers/TRweNhbvaAFtp9ufhkfNhVJq/fees"
        },
        "disputes": {
            "href": "https://finix.sandbox-payments-api.com/transfers/TRweNhbvaAFtp9ufhkfNhVJq/disputes"
        },
        "fee_profile": {
            "href": "https://finix.sandbox-payments-api.com/fee_profiles/FP7TWCCKnEXLrY8R5Z6FYwXy"
        }
    }
}