DEX – LINE ITEMS IN RECEIPTS FOR PAYMENT STATUS NOTIFICATIONS

NEW FEATURE / IMPROVEMENTS: 

Dex now enables merchants to include line-item details in the PDF receipt attached to payment status notifications. This enhancement provides customers with a breakdown of each item associated with their payment, improving transparency and reducing support inquiries.

It also helps merchants streamline reconciliation by aligning receipts more closely with purchase records.

NOTE: This feature is intended for BP merchants who have sent between 2 and 10 line items in the past year.

Benefits:

• Provides customers with clear, itemized transaction details
• Reduces payment-related queries and disputes
• Improves reconciliation accuracy for merchants

Enable Line-Items in Receipt Attachments

1. Go to Dex → Manage → Notifications.
2. Click Create New.
3. Select Include transaction receipt as an attachment

Additional Resources:

• Training material: https://support.forte.net/support/solutions/articles/11000128420-create-payment-notifications-in-dex
• Video tutorial: https://www.youtube.com/watch?v=PNnFgAn0810&t

Once configured, recipients receive an email notification with a PDF receipt that includes itemized transaction details.