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, we aim to simplify your workflow and improve the overall customer experience.
Delivery of Receipts #
Automatic Receipts ensure a seamless delivery process. Receipts are sent as downloadable PDF files attached to an email directly to the customer’s email address, allowing customers to easily access and save their receipts for future reference. To enable this, navigate to the Payments section of your account, then head to Settings and toggle on the “Enable Automatic Sales Receipts for Payments” feature.
Customizing Your Sales Receipts #
- Custom Title: Customize the title of your receipt to add a personal touch that aligns with your brand.
- Receipt Prefix and Start Numbers: Assign a prefix and initial number to your receipts to keep your records in order and make transactions easier to track and manage.
- From Name and From Email: Add a from name and email to help recipients identify the source of the receipt.
- Subject: Create a captivating subject line using custom values for enhanced personalization, giving you more control over how receipts are sent.
- Email Template: Customize the email template for sending customer receipts to reflect your brand’s identity, designing and adjusting the content to create a professional, consistent experience.
- Notes / Terms: Provide clear information about payment terms, add personalized notes or messages, and include specific payment instructions or important reminders in receipt terms and notes.
Leveraging Custom Templates #
You can create personalized and branded receipt templates using custom values available within the email builder. This allows you to craft visually appealing and professional receipts that align with your business’s unique style.
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, making this a valuable addition to your business toolkit.
Frequently Asked Questions #
How do I enable Automatic Receipts for my business? #
Access the Settings page under the Payments menu, navigate to the Receipts section, and turn on the toggle to enable automatic receipts.
Can I customize the content of the receipts? #
The content is automatically generated based on the transaction details, including any coupon discount. However, you can customize the title, receipt numbers, and email template to add your personal touch.
Will invoice payment success notifications still go to customers if I enable sales receipts? #
No. If automatic sales receipts are turned on, customers receive the receipt template, and the option to set a separate template for invoice payment success notifications is not available. We recommend using sales receipts for invoice payment notifications.
Can I change the start number after creating a few receipts? #
You can increase the start number at any time, but it cannot be decreased once a receipt has been generated. No number can be used twice to generate a receipt.
How are receipts delivered to customers? #
Receipts are sent as downloadable PDF files attached to an email and delivered directly to the customer’s email address.
Which types of purchases trigger an automatic receipt? #
Receipts cover primary, bump, and upsell orders on both 1-step and 2-step order forms, as well as subscriptions, calendar appointment payments, and invoice payments.
