Who This Is For / When to Use
This feature is for businesses that want to automatically send payment receipts without manually emailing customers after each transaction.
Use Automatic Receipts if you:
Accept payments through order forms, calendars, or invoices.
Want consistent, branded receipt delivery.
Need accurate receipt numbering for recordkeeping.
What Automatic Receipts Covers
Automatic Receipts are sent for the following payment types:
One-step and two-step order forms
Primary, bump, and upsell purchases
Subscription payments
Calendar appointment booking payments
Invoice payments
Each successful payment generates one receipt.
How to Enable Automatic Receipts
Automatic Receipts are enabled at the account level.
Steps:
Navigate to Payments > Settings
Enable Automatic Receipts
Once enabled, receipts are sent automatically for all supported payment types.
Receipt Delivery Method
Each receipt is delivered using the following method:
Sent to the contact’s email address
Delivered as a downloadable PDF attachment
Uses a configurable email template
No manual action is required once enabled.
Receipt Customization Options
Automatic Receipts include several customization settings.
Custom Receipt Title
You can define a custom title that appears on the receipt to match your brand or business name.
Receipt Numbering
Receipt numbering supports:
A configurable prefix
A configurable starting number
This helps with accounting and transaction tracking.
Email Template Selection
You can choose any email template from your template library to deliver receipts.
The receipt PDF is automatically attached to the selected email template.
Using Custom Templates and Custom Values
Receipt delivery emails support Custom Values, allowing you to:
Insert transaction details dynamically
Display payment amounts, dates, and customer information
Maintain consistent branding across all receipt emails
Custom Values are inserted using the Email Builder.
Important Receipt Numbering Rules
Receipt numbering follows strict system rules:
The receipt start number cannot be decreased once a receipt has been generated.
The start number can be increased at any time.
Each receipt number is unique and can only be used once.
Common Issues and Fixes
Receipts Are Not Sending
Confirm Automatic Receipts is enabled in Payments > Settings.
Verify the contact has a valid email address.
Incorrect Email Design
Check which email template is selected for receipt delivery.
Confirm Custom Values are correctly inserted.
Receipt Numbers Skipped
Receipt numbers are not reused.
Skipped numbers may occur if a transaction fails before completion.
FAQ
How do I enable Automatic Receipts?
Enable the toggle under Payments > Settings. Once enabled, receipts send automatically after successful payments.
Can I customize the receipt content?
The transaction details are generated automatically. You can customize:
Receipt title
Receipt numbering
Email template used for delivery
Will invoice payment success notifications still send if receipts are enabled?
No. When Automatic Receipts are enabled, the receipt email replaces invoice payment success notification templates. Use sales receipts for invoice payment confirmation.
Can I change the receipt start number later?
You can increase the start number at any time. You cannot decrease it after receipts have been generated.
Can customers request a receipt resend?
Yes. Receipts can be manually resent from:
The transaction record
The contact record
Can I use my own custom-designed email to send receipts?
Yes. Any email template from your library can be used. Custom Values automatically insert transaction details into your design.