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Ask what proof is actually needed
A supplier may need an order reference, amount, currency and provider confirmation rather than a screenshot of your full account dashboard. Use the provider's approved sharing or export options where available. Review the document before sending and remove unrelated information through an appropriate process. Avoid exposing other customers' transactions, personal balances or full credentials simply because the easiest screenshot includes everything visible on the phone at that moment.
Keep confirmation and verification distinct
Explain what the shared record shows and let the recipient verify receipt through its own approved channels. Do not describe an initiation notice as proof of final availability unless the provider's status supports that description. Store the shared version with the transaction record so colleagues know exactly what the recipient received. This makes follow-up clearer and prevents a customer-service conversation from becoming an unnecessary disclosure of the payer's broader financial activity or private account information.
Hypothetical example
A hypothetical business owner needs to show a supplier a transfer reference. Instead of sending the whole banking screen, she exports the provider confirmation and checks its contents. The supplier receives the useful identifiers, while unrelated balances and transactions remain outside the commercial conversation and email thread.
Make it practical.
Use this checklist as you read. Checks are not stored.References & further reading
Background reading — PCI Security Standards Council: merchant resources ↗Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.
