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Set up credit card notifications

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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 register 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 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 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.

 

To set up credit card notifications:

  1. Sign in to the Tango portal.
  2. Click Funding > Add credit card. See Add credit cards .

  3. Under Receipts, 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.

  4. 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 you to check and update your notification email list periodically to remove old email addresses. 

To update the credit card notification recipient list: 

  1. Sign in to the Tango portal.

  2. With the right account selected, click Funding.

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

  4. Scroll down to see Receipts at the end.

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

  6. 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.


     

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TitleSet up credit card notifications
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