new
Payments
Invoicing
Automated receipts for Invoice and Text2Pay link payments š§¾
- 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

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