# 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

Standalone
### 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

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API
### Configure receipt settings with the Finix API

Below is an example of how to configure receipt settings via the Finix API.[View full API Reference](https://finix.com/docs/api/tag/Devices/#tag/Devices/operation/updateDevice).

#### Sample request


```shell Configure Receipt Settings
curl https://finix.sandbox-payments-api.com/devices/DVc9sV7fddxiJQqjqNEKrETg \
    -H "Content-Type: application/json" \
    -H 'Finix-Version: 2022-02-01' \
    -u USfdccsr1Z5iVbXDyYt7hjZZ:313636f3-fac2-45a7-bff7-a334b93e7bda \
    -X PUT \
    -d '{   "configuration": {
        "automatic_receipt_delivery_methods": [
            "PRINT",
            "EMAIL",
            "SMS"
        ],
        "available_receipt_methods": [
            "PRINT",
            "EMAIL",
            "SMS"
        ]
    }
}'
```

#### Sample response


```json Configure Receipt Settings Response
{
  "id": "DVc9sV7fddxiJQqjqNEKrETg",
  "created_at": "2025-04-20T23:33:55.600925Z",
  "updated_at": "2025-04-20T23:33:55.600925Z",
  "configuration_details": {
    "allow_debit": true,
    "check_for_duplicate_transactions": true,
    "prompt_amount_confirmation": true,
    "prompt_manual_entry": false,
    "signature_threshold_amount": 10000,
    "bypass_device_on_capture": true,
    "prompt_receipt_confirmation": true,
    "display_tip_on_receipt": false,
    "prompt_tip_on_screen": false,
    "allow_standalone_authorizations": false,
    "allow_standalone_sales": false,
    "allow_standalone_refunds": false,
    "tipping_details": {
      "percent_tipping_threshold": 0,
      "percent_options": [18, 20, 22],
      "fixed_options": [100, 150, 200]
    },
    "idle_message": null,
    "idle_image_file_id": null,
    "automatic_receipt_delivery_methods": ["PRINT", "EMAIL", "SMS"],
    "available_receipt_methods": ["PRINT", "EMAIL", "SMS"],
    "prompt_for_signature": "NEVER",
    "surcharge_basis_points": null
  },
  "description": "Cashier One",
  "enabled": false,
  "idle_message": null,
  "merchant": "MU7noQ1wdgdAeAfymw2rfBMq",
  "model": "PAX_A800",
  "name": "My PAX_A800 Finix Device",
  "serial_number": "19046260945",
  "tags": {},
  "_links": {
    "self": {
      "href": "https://finix.sandbox-payments-api.com/devices/DVc9sV7fddxiJQqjqNEKrETg"
    },
    "merchant": {
      "href": "https://finix.sandbox-payments-api.com/merchants/MU7noQ1wdgdAeAfymw2rfBMq"
    },
    "transfers": {
      "href": "https://finix.sandbox-payments-api.com/transfers"
    },
    "authorizations": {
      "href": "https://finix.sandbox-payments-api.com/authorizations"
    }
  }
}
```

Dashboard
### Configure receipts on the Dashboard

#### 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. Log in to the [Finix Dashboard](https://finix.payments-dashboard.com/).
2. Navigate to **Device Management**.
3. Select the device you want to configure.
4. Go to the **Configuration** section.
5. Choose your preferred **Receipt Settings**.
6. Click **Save** to apply your changes.


#### Screenshots below show the configuration and receipt settings screens

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## 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


```shell 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


```json 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](https://finix.com/docs/api/tag/Receipts/#tag/Receipts/operation/createReceipt).

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


```shell 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


```json 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"
    }
  }
}
```