Automated receipts for Invoice and Text2Pay link payments 🧾

Automated receipts are now available for one-time invoices, recurring templates, and Text2Pay link payments. Send confirmation receipts as soon as an invoice is successfully paid by the contact or lead.


Automated receipts for Invoice and Text2Pay link payments 🧾

  • Now Available:

    Automated receipts are now available for one-time invoices, recurring templates, and Text2Pay link payments. Send confirmation receipts as soon as an invoice is successfully paid by the contact or lead.

  • Customization Options:

    Businesses can personalize the experience by setting a custom title for the receipt, choosing a prefix and start number for receipt numbers, and selecting a custom email template for sending receipts.

  • Receipt Delivery:

    Receipts will be delivered as a PDF attachment to the contact's email using the selected template.

  • Custom Template Values:

    Enhance your receipts with custom values available inside the email builder, allowing you to use a personalized template for sending receipts.

  • Refer here for further help - Link

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These updates make it easier and more convenient for businesses to acknowledge payments, providing a streamlined and professional experience for both parties involved! 🎉

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