How to enable Sales Receipts for Order Forms, Calendars, and Invoice payments

In the world of commerce, documentation is key. Receipts play a vital role in business transactions, providing customers with solid proof of their purchases. They serve as a confirmation of payment and help businesses and customers maintain accurate records. We recognize the significance of managing receipts efficiently, which is why we're excited to introduce our latest feature: Automatic Receipts.

How to Enable Sales Receipts

Automatic Receipts make it effortless for businesses to send receipts to customers when they make purchases through order forms. This feature covers various types of purchases, including primary, bump, and upsell orders on both 1-step and 2-step order forms. It also works for subscriptions, payments for calendar appointments, and invoice payments. By automating the receipt process, our aim is to simplify your workflow and improve the overall customer experience.


Customizing Your Sales Receipts

We believe in giving you control over your receipts, allowing you to personalize them to suit your brand and style:

  1. Custom Title: You can customize the title of your receipt to add a personal touch that aligns with your brand.
  2. Receipt Numbers: To keep your records in order, you have the option to assign a prefix and initial number to your receipts. This makes it easier to track and manage transactions.
  3. Email Template: Customizing the email templates for sending customer receipts lets you 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 customer's email address. This convenient delivery method allows customers to easily access and save their receipts for future reference.

Leveraging Custom Templates

We offer the flexibility to use custom templates for sending receipts. You can create personalized and branded templates with receipts using custom values available within our email builder. This allows you to craft visually appealing and professional receipts that align with your business's unique style.

In summary, enabling Sales Receipts simplifies the way businesses confirm transactions and provides a seamless experience for customers. Customization options empower you to maintain your brand's identity while ensuring efficient delivery to customers. This feature is designed to streamline your workflow and enhance customer satisfaction, making it a valuable addition to your business toolkit.


Frequently Asked Questions (FAQs)

How do I enable Automatic Receipts for my business?

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.

Can I customize the content of the 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.

Will the successful invoice payment notifications still go to my customers even if I enable sales receipts?

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.

Can I change the start number after creating a few receipts?

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!

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