Feature Update: Automated Receipts for Invoice and Text2Pay Link Payments

– Automated receipts are now available for invoices and Text2Pay link payments

– This allows businesses to send a confirmation receipt when an invoice is successfully paid by the contact/lead

– This covers one-time invoices, recurring templates, and Text2Pay link payments

Customization Options: Businesses can set a custom title for the receipt, prefix, and start number for receipt numbers, and choose a custom email template to send out receipts.

Receipt Delivery: Receipts are sent as a PDF attachment to the contact’s email using the selected template.

Custom Template Values: Receipt custom values are available inside the email builder, allowing businesses to use a custom template for sending receipts.

– Refer here for further help – How to Enable Sales Receipts for Order Forms, Calendar, and Invoice payments

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