Automatic Receipts for Order Forms and Calendar Payments

Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases. They serve as proof of payment and enable businesses and customers to keep accurate records. We understand the importance of efficient receipt management. In this article, you will learn more about our new feature: Automatic Receipts.

How to enable Sales Receipts 

With Automatic Receipts, businesses can send receipts to contacts for order form purchases effortlessly. This feature covers primary, bump, and upsell purchases on 1-step and 2-step order forms along with 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

How to Customize Your Sales 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.

Delivery of Receipts

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.

Leveraging Custom Templates

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.

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. No number can be used twice to generate a receipt.