The Automatic Receipts feature simplifies the process for businesses by automatically sending receipts to customers after they complete a purchase through an order form. This functionality works for various transaction types, such as primary purchases, bump offers, upsell items, and supports both 1-step and 2-step order forms. Additionally, it applies to subscription payments, calendar appointments, and invoice transactions. Automating receipts helps streamline business processes and enhances the overall experience for customers.
Receipt Delivery Process
Receipts are sent directly to customers via email, with a downloadable PDF attachment for easy access. To enable this, go to the Payments section of your account, then navigate to Settings and turn on the Enable Automatic Sales Receipts for Payments option. This delivery method ensures that customers can conveniently store and retrieve their receipts whenever needed.
Customizing Your Receipts
Custom Title: Personalize the title of your receipt to reflect your brand identity.
Receipt Prefix and Start Numbers: Organize your receipts by assigning a prefix and starting number, making transaction tracking more efficient.
From Name and Email: Add a sender name and email address to make it clear where the receipt is coming from.
Subject Line: Use custom values to create engaging subject lines for your receipts, giving you more control over customer communications.
Email Template: Design and personalize email templates to match your brand’s tone and appearance, delivering a professional experience that resonates with your customers.
Notes / Terms: Include important payment terms, personalized messages, or specific instructions within your receipts.
Custom Template Options
You have the ability to create unique, branded templates for your receipts using the custom values available in the email builder. These templates can help produce visually appealing and professional receipts that align with your business's style.
By enabling Sales Receipts, businesses can simplify transaction confirmations while providing a consistent and tailored experience for customers. The customization options ensure that your brand remains front and center, making this tool a valuable asset for improving customer satisfaction.
Frequently Asked Questions (FAQs)
Q: How do I activate Automatic Receipts for my business?
You can activate Automatic Receipts by visiting the Settings page under the Payments section and toggling the option under the Receipts tab.
Q: Can I modify the content of the receipts?
Yes, while transaction details like coupon discounts are automatically included, you can customize elements such as the title, receipt number, and email template.
Q: Will customers still receive invoice payment notifications if Automatic Receipts are enabled?
No, once Automatic Receipts are activated, the template for sales receipts will be sent for invoice payment confirmations. It's recommended to use the sales receipt template for these notifications.
Q: Can I adjust the receipt start number after a few have been issued?
You can increase the start number at any time, but once a receipt has been generated, its start number cannot be reduced, nor can the same number be reused.
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