Payment receipts

Settings › Payments & billing › Payment receipts decides what a customer gets when they pay. When receipts go and how to send one by hand is in Receipts.

Before you start

Anyone who can open Settings can change this page. Everything waits for Save at the bottom, which checks every changed part first. Sending options and deleting a saved attachment save at once.

Email & SMS templates

Customize the email and SMS templates used when sending payment receipts. Switch between Email and SMS. Each has Preview, Send automatically, sending options, the Template Name, the Template Subject (email) and the words, with the same Variables list as other templates.

Attachments

Attachment included when sending payment receipts.

• Default — your company's standard receipt.
• Add your own — attachments of your own, each with an Attachment name, its content (Edit attachment), Active, Send automatically, and the receipt types and payment methods it's for. Only one attachment can be on for each receipt type and payment method.

Switching Active off also switches Send automatically off; switching Send automatically on also switches Active on. Preview receipt attachment (sample data) shows it filled in.

Press Save at the bottom.

If something goes wrong

Problems show in red, the first one in a note. Failed to delete attachment. — try again.