With Automatic Receipts, businesses can effortlessly send receipts to contacts for orders from purchases. This feature covers primary, bump, and upsell purchases on 1-step and 2-step order forms, subscriptions, calendar appointment booking payments, and invoice payments. By automating the receipt process, we aim to simplify your workflow and enhance the overall customer experience.
How to Enable:
Navigate to Payments > Settings to enable receipts
We believe in giving you control over your receipts. Our platform provides several customization options to personalize your receipts:
Custom Title: Customize your receipt's title to give it a personal touch that aligns with your brand.
Receipt Numbers: We understand the importance of keeping records in order, so we offer you the ability to assign a prefix and initial number to your receipts. This simplifies the task of tracking and managing transactions.
Email Template: Customizing your email templates when sending customer receipts is the perfect way to reflect your brand's identity. With this feature, you can design and adjust the content of the email according to your preference, creating a professional and consistent experience that your customers will appreciate.
Automatic Receipts ensure a seamless delivery process. Receipts will be sent as downloadable PDF files attached to an email directly to the contact's email address. This convenient delivery method allows customers to access and save their receipts easily.
We provide you with the flexibility to leverage custom templates for sending receipts. You can create personalized and branded templates with receipts using custom values available within our email builder. Craft visually appealing and professional receipts that align with your business's unique style.
To learn more about Custom Values, check our article “Settings: Custom Values”
Note: The receipt start number cannot be decreased once a receipt has been generated in the system. Users can increase the start number at any point in time, though. Each number can be used once to generate a receipt.
Enabling Automatic Receipts is simple. Access the Settings page under the Payments menu, navigate to the Receipts section, and turn the toggle on to enable automatic receipts.
The content of the receipts is automatically generated based on the transaction details, along with coupon discount, if applicable. However, you can customize the title, receipt numbers, and email template to add your personal touch.
No, if automatic sales receipts are turned on, customers would be receiving the template used for sending receipts and the option to set a template for invoice payment success notifications would not be available. We recommend using the sales receipts for invoice payment notifications
The receipt start number cannot be decreased once a receipt has been generated in the system. Users can increase the start number at any point in time, though. No number can be used twice to generate a receipt
We hope our Automatic Receipts feature solves the pain point of manually sending email receipts after each purchase or subscription transaction. By automating this process, we aim to save you time, enhance customer satisfaction, and provide an efficient solution for managing your receipts.
If you have any further questions or require assistance, don't hesitate to contact our support team. We're here to help!
