Streamlining Payments: Automated Receipts, Text2Pay Links, and ACH Direct Debit for Invoices

Streamlining Payments: Automated Receipts, Text2Pay Links, and ACH Direct Debit for Invoices

Automatic Receipts are designed to simplify your payment and receipt management process, providing a seamless and professional experience for both you and your customers. This guide will walk you through the steps to enable and customize Automatic Receipts, allowing you to efficiently acknowledge payments and enhance the overall customer experience.

What Are Automatic Receipts?

Automatic Receipts streamline the process of generating and delivering receipts for various transactions. Whether you're handling one-time invoices, recurring payments, or Text2Pay link payments, this feature ensures that your customers receive their receipts promptly and securely.

Using ACH Direct Debit

ACH Direct Debit integration allows your business to accept payments from customers with US bank accounts. This method offers a convenient and secure option for transactions, whether for one-time invoices, Text2Pay links, or recurring payments. By using ACH Direct Debit, you're providing customers with a seamless payment experience that simplifies the payment process.

Enabling Automatic Receipts

To start using Automatic Receipts, follow these steps:

1. Access the Payment Tab:

   • Go to the Settings option within the Payment tab.

2. Enable Automatic Receipts:

   • Under Settings, navigate to the Receipts tab.

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

With Automatic Receipts enabled, you're ready to explore customization options to align the receipt experience with your preferences.

Customization Options and ACH Direct Debit Implementation

Customize the receipt experience to reflect your brand identity. You can modify several aspects of the receipts, including:

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

• Receipt Prefix and Starting Number: Organize your records by choosing a prefix and starting number for receipt numbers.

• Email Template: Choose from default templates or create a custom email template to send receipts.

ACH Direct Debit Implementation Steps:

1. Invoice or Text2Pay Link:

   • When sending an invoice or Text2Pay link, customers with US bank accounts will see the option to pay via ACH Direct Debit.

2. Customer Payment Flow:

   • Upon selecting ACH Direct Debit, customers will be guided through a payment flow where they can authorize payment terms and verify their bank account.

3. Bank Account Selection:

   • After verification, customers can choose the desired bank account for the transaction.

4. Recurring Payments:

   • For recurring payments, customers can save their bank information, simplifying future transactions.

Receipt Delivery

Automatic Receipts ensure that receipts are delivered to your customers seamlessly. Once a payment is made, the system automatically sends the receipt as a PDF attachment to the customer's email address.

Leveraging Custom Templates

For businesses looking to further customize their receipts, you can incorporate custom values into your email templates. This allows for visually appealing and professional receipts tailored to each customer.

• Access Custom Values: Use the receipt custom values within the email builder when creating a template. These values will auto-populate based on the payment made.

Privacy and Security

Automatic Receipts are designed to ensure that your payment system handles both your business and customer data securely. This feature provides a reliable method for delivering important transaction details, safeguarding privacy and security throughout the process.

Conclusion

You've now learned how to use the Automatic Receipts feature to enhance your payment and receipt management process. By automating the generation and delivery of receipts, you're offering a streamlined and professional experience for your customers, while saving time and effort for your business. The available customization options allow you to add a personal touch to each receipt, aligning it with your brand's unique style.

If you have any further questions or need assistance, feel free to contact our support team. We're here to help you maximize the benefits of this valuable tool and ensure your success in managing receipts effortlessly.