Automated Receipts for Invoices and Text2Pay Link Payments

Automated Receipts for Invoices and Text2Pay Link Payments

Welcome to the guide on using the Automatic Receipts feature! This tool is designed to streamline your payment management by automatically generating and delivering receipts for invoices and Text2Pay link payments. By enabling this feature, you can provide your customers with a smooth, professional experience while saving time on manual tasks.

What are Automatic Receipts?

Automatic Receipts simplify the process of sending receipts for various transactions, including:

• One-time invoices

• Recurring templates

• Text2Pay link payments

This ensures customers promptly receive their receipts in a secure and timely manner.

Using ACH Direct Debit

ACH Direct Debit integration allows businesses to accept payments directly from customers with US bank accounts. Whether it's a one-time invoice, recurring payment, or Text2Pay link, ACH Direct Debit offers a convenient, secure payment solution that enhances the customer experience.

How to Enable Automatic Receipts

To set up Automatic Receipts:

1. Go to Payment Settings:

   • Navigate to the Payments tab.

   • Open Settings and select the Receipts tab.

2. Enable Automatic Receipts:

   • Toggle the option to "Enable automatic receipts for payments."

   • Once activated, the system will start sending receipts for each transaction automatically.

Customization Options

You can personalize the appearance and content of your receipts to match your brand. Available customization options include:

• Title: Add a custom title to your receipts for a personal touch.

• Receipt Prefix and Starting Number: Set a prefix and starting number for easier record-keeping.

• Email Template: Choose between the default template or a customized one to send professional-looking receipts.

Custom Values for Receipts

Incorporate custom values in your email templates to personalize receipts. These values auto-populate based on transaction details, making each receipt specific to the customer.

ACH Direct Debit Implementation Steps

When sending an invoice or Text2Pay link, US customers can choose ACH Direct Debit as their payment method. Here’s how it works:

1. The customer selects ACH Direct Debit during checkout.

2. They will be guided through the payment flow, where they authorize payment terms and verify their bank account.

3. Upon verification, the customer chooses the preferred bank account for the transaction.

4. For recurring payments, customers can opt to save their bank information for future use.

Receipt Delivery

Once a payment is made, the system automatically generates and sends the receipt as a PDF attachment to the customer's email address. This ensures timely and secure delivery of important transaction details.

Privacy and Security

Automatic Receipts are designed with privacy and security in mind, ensuring that all transaction data is handled securely while maintaining confidentiality for both the business and the customer.

Conclusion

By enabling Automatic Receipts, you enhance your payment and receipt management process, delivering seamless, personalized customer experiences while saving time for your business. With customization options, you can tailor each receipt to reflect your brand, creating a professional and efficient system.

If you need any further assistance, feel free to reach out to our support team for guidance.