You can receive automated email notifications any time a credit card is used to pay for an order at checkout or pre-fund an account balance. When you add a new credit card in Tango, you can set or edit up to six recipients (the primary email plus five others) to receive credit card transaction receipts.
For instructions on adding or removing saved payment methods, see Add, edit, and remove credit cards .
Before you begin
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You must have Manage permissions for Funding & payments and access to the account where the credit card is registered to set or update notification recipients.
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To view and download receipts after a transaction, you must have at least View permissions for Funding & payments. See View funding history in Tango.
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You can add up to six total recipients per credit card: one primary email and up to five additional email addresses.
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Email receipts are sent automatically when the credit card is used to pre-fund an account balance or pay for an order at checkout.
Set up credit card notifications during registration
Follow these steps to set up receipt notification recipients when adding a new credit card from Payment methods. You can also add notification recipients when adding a new card during checkout under Additional email.
To set up credit card notifications when adding a card:
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Sign in to the Tango portal.
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Click the account switcher at the top of the left menu, then select the correct account.
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Click Payment methods on the left navigation menu.
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Click Add a credit card.
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Scroll down to Receipts.
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In the Additional emails field, enter email addresses for team members who should receive notifications whenever this credit card is used. The registering user's email appears as the Primary email by default. You can add up to five additional email addresses, separated by commas.
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Click Save credit card.
Note:
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If you believe your email has been removed from receiving receipts in error, contact your Customer Success Manager (CSM) or success@tangocard.com immediately.
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The primary email address cannot be edited after the credit card is registered. To change the primary email address, remove the credit card from the Tango account and re-register it with the updated primary email. Removed cards must complete the registration wait period again, which can take up to three business days.
Update the credit card notification recipient list
Update notification recipients' email addresses as your team members change.
Best practice:
Periodically review and update your notification email list to remove outdated email addresses and maintain account security.
To update the credit card notification recipient list:
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Sign in to the Tango portal.
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Click the account switcher at the top of the left menu, then select the correct account.
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Click Payment methods on the left navigation menu.
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Click the saved credit card you want to update. The Edit card details page opens.
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Scroll down to Receipts.
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Under Additional emails, enter or update email addresses separated by commas. You can add up to five additional recipients.
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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 the credit card is used to pay for an order or pre-fund an account.
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