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Automated Receipts for Invoices and Text2pay Link Payments

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Steps to enable and customize Automatic Receipts

 

Automated Receipts for Invoices and Text2pay Link Payments

 

Hello there! Welcome to our guide on using the Automatic Receipts feature in your payment system. Automatic Receipts have been designed to simplify your payment and receipt management process, providing a seamless and professional experience for both you and your customers. In this guide, we'll walk you through the steps to enable and customize Automatic Receipts, allowing you to acknowledge payments efficiently and enhance the overall customer experience.

 

What are Automatic Receipts?

Automatic Receipts streamline the process of generating and delivering receipts for different types of transactions. With this feature, you can effortlessly handle one-time invoices, recurring templates, and Text2Pay link payments, ensuring that your customers receive their receipts promptly and securely.

 

Using ACH Direct Debit

ACH Direct Debit integration is a powerful feature that enables your business to accept payments from customers with US bank accounts. ACH Direct Debit offers a convenient and secure method for transactions, whether it's for one-time invoices, Text2Pay links, or recurring payments. By leveraging ACH Direct Debit, you're providing your customers with a seamless payment experience that simplifies the payment process.

 

Enabling Automatic Receipts

  • To get started with Automatic Receipts, follow these simple steps:

  • In the payment tab, navigate to the Settings option.

  • Under the Settings tab, look for the Receipts tab. Here, you'll find a menu with a convenient toggle to "Enable automatic receipts for payments." Switch it on to activate the feature.

 

With Automatic Receipts enabled, you're now ready to delve into the customization options to tailor the receipt experience according to your preferences.

 

Customization Options and ACH Direct Debit Implementation

Tailor the receipt experience to your brand's identity. Customize various aspects of the receipts, including the title, receipt prefix, starting number, and email template.

 

Title: Add a personal touch to the receipt by setting a custom title.

 

Receipt Prefix and Starting Number: Keep your records in order by choosing a prefix and starting number for receipt numbers.

 

Email Template: Select from various options: use a default template or create a custom email template to send receipts.

 

ACH Direct Debit Implementation Steps

  • When sending an invoice or Text2Pay link, customers with US bank accounts will see the option to pay via ACH Direct Debit.

  • Upon selecting ACH Direct Debit, customers will be guided through the payment flow, where they can authorize payment terms and verify their bank account.

  • Once verified, customers can choose the desired bank account for the transaction.

  • For recurring payments, customers can opt to save their bank information, simplifying future transactions.

 

Receipt Delivery

Automatic Receipts take care of delivering the receipts to your customers seamlessly. When a payment is made, the system automatically sends the receipt as a PDF attachment to the contact's email address.

 

Leveraging Custom Templates

For businesses seeking to take receipt customization to the next level, you can incorporate custom values into your email templates. This allows you to create visually appealing and professional receipts tailored to each customer.

  • To do this access the receipt custom values within the email builder when creating a template. These values will auto-populate based on the payment made.

 

Privacy and Security

With Automatic Receipts, rest assured that your payment system handles your business and customer data with the utmost care. The feature is designed to ensure a secure and reliable method for delivering important transaction details.

 

Congratulations! You've now learned how to use the Automatic Receipts feature in your payment system to enhance your payment and receipt management process. By automating the generation and delivery of receipts, you're providing a streamlined and professional experience for your customers, while also saving time and effort for your business. With the customization options available, you can add a personal touch to each receipt, aligning it with your brand's unique style.

 

We hope this guide has been helpful in understanding and utilizing the Automatic Receipts feature effectively. If you have any further questions or need assistance, don't hesitate to contact our support team. We're here to help you make the most out of this valuable tool and ensure your success in managing receipts effortlessly.