Who This Is For / When to Use
This article is for Kyrios users who:
Send invoices or Text2Pay links
Accept ACH Direct Debit payments from U.S. bank accounts
Want receipts sent automatically after payment
Need branded, trackable receipt numbering
Use this feature when you want payment confirmations sent without manual action.
What Are Automatic Receipts
Automatic Receipts automatically create and send a PDF receipt when a payment is completed.
Receipts are generated for:
One-time invoices
Recurring invoice templates
Text2Pay link payments
Each receipt is sent automatically to the contact’s email address on file.
Supported Payment Methods
Automatic Receipts are generated for payments made using:
Credit or debit cards
ACH Direct Debit (U.S. bank accounts)
The receipt format and delivery behavior are the same for all supported payment methods.
What Is ACH Direct Debit
ACH Direct Debit allows customers with U.S. bank accounts to pay invoices or Text2Pay links directly from their bank.
ACH Direct Debit can be used with:
One-time invoices
Recurring payments
Text2Pay links
Customers may save their bank account for future recurring payments.
How to Enable Automatic Receipts
Automatic Receipts are enabled at the account level.
Steps:
Go to Payments in the left navigation.
Click Settings at the top.
Open the Receipts tab.
Toggle Enable automatic receipts for payments to ON.
Once enabled, receipts are sent automatically for all eligible payments.
Receipt Delivery Behavior
When a payment is successfully completed:
A receipt is generated automatically
The receipt is attached as a PDF
The PDF is emailed to the contact’s email address
No manual sending or approval is required.
Receipt Customization Options
Receipts can be customized to match your brand and accounting needs.
Available settings include:
Receipt title
Receipt number prefix
Starting receipt number
Email subject line
From name
From email address
Email template selection
All customization settings apply globally across the account.
Using Custom Email Templates for Receipts
You can use a default receipt email template or create a custom one.
Custom receipt templates support custom values that automatically populate payment details.
To use custom values:
Open the email builder
Select receipt custom values
Insert them into your email template
Custom values populate automatically based on the payment.
ACH Direct Debit Payment Flow
When ACH Direct Debit is available:
The customer selects ACH Direct Debit as the payment method.
The customer authorizes the payment terms.
The customer verifies their U.S. bank account.
The customer selects the verified bank account.
Payment is processed and the receipt is sent automatically.
For recurring payments, customers can save their bank information.
Privacy and Security
Automatic Receipts and ACH Direct Debit are designed to protect both business and customer data.
Key points:
Payment data is handled securely
Receipts are delivered only to the contact’s email address
Bank verification is required for ACH payments
FAQ
How do I enable Automatic Receipts?
Go to Payments → Settings → Receipts and toggle Enable automatic receipts for payments to ON.
Can I customize the receipt branding?
Yes. You can customize the receipt title, number format, email subject, sender details, and email template.
What is ACH Direct Debit?
ACH Direct Debit allows customers to pay using a U.S. bank account instead of a card. It works for invoices, Text2Pay links, and recurring payments.
How are receipts delivered?
Receipts are emailed automatically as a PDF attachment to the contact’s email address after payment is completed.
Do Automatic Receipts work with recurring invoices?
Yes. Automatic Receipts are generated for one-time invoices, recurring templates, and Text2Pay payments.
Do Text2Pay payments receive different receipts?
No. All payment methods use the same receipt format and global receipt settings.
How do receipt numbers stay organized?
You can set a receipt prefix and starting number to maintain consistent and trackable receipt numbering.