Combine order + upsell receipts into one summary receipt per funnel
M
Martynas Steponavicius
I run a one-step upsell funnel (initial order form → upsell offer(s)) and right now GHL sends a separate receipt the moment each step is submitted — one receipt when the customer completes the initial order, then another separate receipt for each upsell they accept afterward. So a customer who buys the main product plus two upsells ends up getting three separate receipts for what is, to them, one purchase.
This is confusing on the customer side (it looks like three separate charges/orders instead of one transaction) and it also breaks clean order tracking on my end, since I can't treat the whole funnel sequence as a single order.
What I'd like: an option to hold the receipt until the funnel sequence finishes (either after a short delay, or once the customer reaches the final/thank-you step), and then send one summary receipt showing the initial order plus every upsell they accepted as line items on a single receipt — instead of firing a separate receipt per step.
Even a simple toggle in the funnel/workflow settings — "send one combined receipt at end of funnel" vs. "send a receipt per step" — would solve this. Happy to give more detail on the flow if useful.
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