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Using Magic Mail when you swipe your card to automatically capture receipts (Beta)

Magic Mail lets you automatically capture receipts from card payments made at physical stores and restaurants using their POS terminals - without taking photos or forwarding emails manually.

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Written by Product Team
Updated over a week ago

What Do We Mean by a POS Terminal?

A POS (Point of Sale) terminal is the card machine you swipe, tap, or insert your card into when paying at a store or restaurant.

It’s the screen that:

  • processes your card payment, and

  • asks how you want your receipt - print, text, or email.

Whenever this machine gives you an option to receive an email receipt, you can enter your Magic Mail ID.


How Magic Mail Works When You Swipe Your Card

When you swipe, tap, or insert your card at a store or restaurant:

  1. The card machine may ask how you want your receipt

  2. If you see an Email receipt option

  3. Enter your Magic Mail ID

  4. The receipt is emailed to Magic Mail

  5. Sage Expense Management automatically creates or updates the expense for you

  6. Some POS machines also remember the email ID you have entered and links that with your card

  7. Next time you swipe the same card and a POS terminal by the same operator, it might automatically send the receipt to that email ID

No photos. No uploads. No manual forwarding.


Where to Find Your Magic Mail ID

You can find your Magic Mail ID in both the web app and the mobile app.

On the Web App

  1. Click on your Settings (top-right)

  2. Go to Preferences

  3. Look for Magic Mail

On the Mobile App

  1. Click on the three bar menu (top-left)

  2. Open Settings

  3. Find Magic Mail

You can copy the Magic Mail ID and keep it handy when paying at stores or restaurants.

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