Customer Portal: Updating Information and activate Receipt Preferences for auto processing

This support article is all about how to change your details and set up how you'd like to receive receipts through the Customer Portal. It shows you how to:

Update Information: This means you can edit or correct the personal details you've provided. For instance, if you move to a new address or change your email, this article helps you figure out how to make those changes.

Set Receipt Preferences: This feature allows you to set your receipt delivery preference specifically for email. By activating your preferences, you're letting the system know that you want to receive your receipts via email.

Please see steps and video below:

Step 1: Click on "Login" to enter the Customer Portal.

Provide your email address and proceed.

Enter the verification code received via email.

Step 2: Go to "Update Information" to modify your address and control email receipt preferences.

When you update your mailing address an email will be sent to the merchant to authorize your updated address.

Adjust your receipt preferences by toggling the option to receive receipts for transactions that were auto processed.