Automatic Receipts make it easy for businesses to send receipts to customers when they make purchases through order forms. This 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. Automating the receipt process simplifies your workflow and improves the overall customer experience.
Delivery of Receipts
Automatic Receipts provide a straightforward delivery process. Receipts are sent as downloadable PDF files attached to an email, directly to the customer's email address. This lets customers easily access and save their receipts for future reference. First, navigate to the Payments section of your account, then head to Settings. Next, toggle on the "Enable Automatic Sales Receipts for Payments" feature.
Customising Your Sales Receipts
- Custom Title: You can customise the title of your receipt to add a personal touch that aligns with your brand.
- Receipt Prefix and Start Numbers: To keep your records in order, you can assign a prefix and starting number to your receipts. This makes it easier to track and manage transactions.
- From Name and From Email: Add a from name and email to help recipients identify where the receipt has come from.
4. Subject: Create a subject line using custom values for added personalisation. This gives business owners more control over how receipts are sent out.
5. Email Template: Customising the email templates for sending customer receipts lets you reflect your brand's identity. You can design and adjust the email content to your preference, creating a professional and consistent experience that your customers will appreciate.
6. Notes / Terms: Provide clear information about payment terms, add personalised notes or messages, and include specific payment instructions or important reminders in receipt terms and notes.
Leveraging Custom Templates
You can create personalised, branded templates with receipts using custom values available within our email builder. This lets you craft visually appealing, professional receipts that fit your business's unique style.
Enabling Sales Receipts simplifies how businesses confirm transactions and provides a smooth experience for customers. The customisation options let you maintain your brand's identity while ensuring efficient delivery. This feature is designed to improve customer satisfaction, making it a useful addition to your business toolkit.
Frequently Asked Questions (FAQs)
Q: How do I enable Automatic Receipts for my business?
- Enabling Automatic Receipts is straightforward. Access the Settings page under the Payments menu, navigate to the Receipts section, and turn the toggle on to enable automatic receipts.
Q: Can I customise the content of the receipts?
- The content of receipts is generated automatically based on the transaction details, along with any coupon discount. However, you can customise the title, receipt numbers, and email template to add your personal touch.
Q: 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 will receive the template used for sending receipts, and the option to set a template for invoice payment success notifications will not be available. We recommend using sales receipts for invoice payment notifications.
Q: Can I change the start number after creating a few receipts?
- You can increase the start number at any point; however, the receipt start number cannot be decreased once a receipt has been generated in the system. No number can be used twice to generate a receipt.