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Receipt requests and reminders

See every receipt link sent for a charge, remind one cardholder or many, and check a receipt against its charge.

Every card charge's receipt link is tracked: when it went out, how, to whom, and whether it was delivered and opened. You can see that history and send reminders from the transaction drawer.

Receipt requests in the drawer

Open a card charge in Transactions. The Receipt requests section lists each time its receipt link was sent, newest first. The latest three show at once; click Show all to see the rest.

Each line says:

  • Why it was sent: At purchase, Daily reminder, or Reminder from the person who sent it.
  • How and to whom: texted or emailed, and the time.
  • Delivery: Sending, Delivered or Not delivered.
  • What happened next: Opened, Submitted, or Not opened.

If the link never went out, the section doesn't show.

Remind one cardholder

In Transactions, click the policy icon on a charge and choose Click to send reminder. The cardholder gets a fresh link.

Confirm before reminding again

If the link already went out in the past day, Accountable tells you first, for example "The cardholder was texted the receipt link at 2:00 PM and it was delivered." It asks Send another reminder? Click Send again to send it anyway, or Cancel.

If a reminder went out a moment ago, you'll see Reminder just sent. You can send another in a few minutes.

Remind many at once

  • Transactions: click Remind N incomplete, where N is the number of incomplete charges, to send a fresh link for every incomplete card charge on the page. You're asked to confirm first.
  • Bulk bar: tick charges and click Remind.
  • Compliance: click Remind on a cardholder's row, or Remind everyone for the whole view. See Card compliance.

Reminders stay within your limits. When some aren't sent, the message says why, for example that the cardholder already got their reminders for today.

When a cardholder has several charges waiting, a reminder sends one text that lists them, not one text per charge. The link opens the charges still to do first. Each one opens its own receipt form, with ← All charges to go back to the list.

The receipt check

When a receipt is attached, Accountable reads it and checks it against the charge. The check shows under the receipt, with no button to click.

When the receipt matches, you see one line: Amount · Date · Merchant. When something differs, each row that differs is listed:

Row What it checks
Amount The charge amount is on the receipt, or how the totals differ.
Date The receipt date is close to the charge date.
Merchant The merchant's name is on the receipt.

A match can carry a short note, such as Tip, Card fee, Discount, Rounding or Split payment.

If the receipt can't be read, the check says "Couldn't read this receipt automatically."

Reading a receipt after it's attached

Accountable reads a receipt only after it's attached to the charge. While it reads, you'll see Reading receipt… under it.

On phones

On a receipt link, Take photo and Choose file open the phone's camera or file picker directly.

Need a hand? Email support@accountablevr.com

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