Payment receipts

Sent by themselves

When Send automatically is on for your receipt templates, the customer gets a receipt by email and/or text when a payment comes in. A card refund's receipt goes by itself too. On the closing side, after a charge, MoveBoard asks Send payment receipt? first. For a refund you recorded by hand, it asks whether to send the receipt.

Send one by hand

In the order's Payments window, each payment's Send Receipt column has Email and SMS ticks and a Send Receipt button. Tick the ways and press it. MoveBoard says Receipt sent successfully.

A tick is greyed when:

• Template does not exist — your company has no receipt template for that way (email or text).
• Pending — a pending payment gets its receipt once it clears.
• A voided payment gets no receipt.

Change the receipts

Go to Settings › Payments & billing › Payment receipts.

Email & SMS templates — the email and the text a receipt is sent with: Template Name, Template Subject (email), the words, and Send automatically. Each template can be limited to some receipt types (Deposit payments, Bill of lading payments, Regular payments…) and payment methods (Cash, Check, Credit card, Custom or All payment methods).

Attachments — the receipt document attached to the email. Default (payment receipt) attaches the same receipt the customer prints from their portal (your logo, the payment, what it was for, the move's total, paid to date and balance — see Receipts in the portal). Or add your own, each for the receipt types and payment methods you tick. Insert details like the payment amount, date, card type, transaction ID or the customer's signature with variables. Preview receipt attachment (sample data) shows how it looks.

Press Save.