Automatic Receipts for Order Forms and Calendar Payments

Receipts are essential for confirming transactions and maintaining accurate records for both businesses and customers. To streamline this process, we’ve introduced a new feature for automatic receipts, making receipt management easier and more efficient.

How to Activate Sales Receipts

The Automatic Receipts feature allows you to automatically send receipts for various types of purchases, including order forms, subscriptions, calendar appointments, and invoices. Here’s how to enable it:

Navigate to Payments Settings: Go to the Payments section and click on Settings to activate the automatic receipts feature.

Customizing Your Sales Receipts

Our platform offers several customization options to tailor your receipts to your brand:

Custom Title: Personalize the title of your receipts to better reflect your brand's identity.

Receipt Numbers: Organize and manage your records by assigning a prefix and an initial number to your receipts. This helps in tracking transactions efficiently.

Email Template: Customize the email templates used for sending receipts to create a professional and consistent brand experience. Adjust the content to match your company’s style and messaging.

Delivery of Receipts

Automatic Receipts are sent as downloadable PDF files attached to emails, ensuring customers receive and can easily save their receipts.

Utilizing Custom Templates

Enhance your receipts by using custom templates. Our email builder allows you to create branded and personalized receipt templates, incorporating custom values to match your business's unique style.

Note: Once a receipt has been generated, the starting number cannot be reduced, but it can be increased. Each receipt number is unique and can be used only once.