Salesforce

Set up credit card notifications

« Go Back

Information

 
Answer

You can receive email notifications any time a credit card is used to pay for an order or pre‑fund an account. When you add a new credit card in Tango, you can set or edit up to six recipients to receive credit card email notifications. See how to Add credit cards.
 

Note: 

You must have Manage permissions for Funding & payments and access to the account where the credit card is registered to update the recipient list for credit card transaction receipts.

 

An email receipt is automatically sent to the user who initiates the credit card funding. You can also download the credit card funding receipt from the Funding history page with at least View permissions in Funding & payments. See View funding history in Tango.

 

Set up credit card notifications

Follow these steps to set up email notifications for a new credit card during the registration process. To update notifications for an existing credit card, see the section below.

To set up credit card notifications:

  1. Sign in to the Tango portal.

  2. Click the account switcher at the top of the left menu, then select the correct account.

  3. Click Payment methods on the left navigation window.

  4. Click Add a card or bank.


  5. Click Add a credit card. For other fields, see Add credit cards.

  6. Scroll down to Receipts and enter email addresses to receive notifications whenever this credit card is used to add funds to the account. The registering user's email appears as the Primary email by default. You can add up to five additional email addresses, separated by commas.

  7. Click Save credit card.
    A receipt is automatically emailed to the user who initiates the funding. You can download the credit card receipts from the Funding history page. See View funding history in Tango.

     

    Note:

    • If you believe your email has been removed from receiving receipts in error, contact your Customer Success Manager (CSM) or success@tangocard.com immediately.

    • The primary email address cannot be edited after the credit card is registered. To change the primary email address, delete the credit card from the Tango account and re‑register it with the updated primary email. Deleted cards must complete the registration wait period again before they can be added back to your Tango account.

     

     

    Update the credit card notification recipient list

    Update notification recipients' email addresses as your team members change.
     

    Best practice: 
    We recommend checking and updating your notification email list periodically to remove outdated email addresses.

    To update the credit card notification recipient list: 

    1. Sign in to the Tango portal.

    2. Click the account switcher at the top of the left menu, then select the correct account.

    3. Click Payment methods on the left navigation window.

    4. Click the existing credit card for which you would like to update the recipients. The Edit card details page opens.

    5. Scroll down to see Receipts at the end.

    6. Under Additional emails, enter email addresses separated by commas. You can add up to five additional recipients.

    7. Click Save credit card.
      A confirmation message appears after the update is successful. Credit card receipts will be emailed to the updated recipient list the next time a credit card is used to pay for an order or pre‑fund an account.

    More resources

    TitleSet up credit card notifications
    URL NameSet-up-credit-card-notifications

    Powered by