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Enabling Sales Receipts for Order Form Purchases

Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases. They serve as proof of payment and enable businesses and customers to keep accurate records. We understand the importance of efficient receipt management, so we're thrilled to introduce our latest feature: Automatic Receipts.

Enabling Sales Receipts 

By using Automatic Receipts, businesses can easily send receipts for order form purchases to their contacts. With this feature, you can make primary, bump, and upsell purchases on 1-step and 2-step order forms, as well as subscription payments. Automating receipts simplifies your workflow and enhances the customer experience.

Customizing Your Sales Receipts

Our goal is to give you control over your receipts. You can customize your receipts using several options on our platform:

  • Custom Title: Make your receipt's title more personal by customizing it.

  • Receipt Numbers: We understand the importance of keeping records organized, so we offer you the option to prefix and number your receipts. Transactions can be tracked and managed more easily this way.

  • Email Template: Customizing your email templates when sending customer receipts is the perfect way to reflect your brand's identity. By using this feature, you can customize the email content according to your preferences. Your customers will appreciate a professional, consistent experience.

Delivery of Receipts

The automatic receipt ensures seamless delivery. All receipts will be sent as downloadable PDF files attached to an email directly to the contact's email address. In this way, customers have easy access to receipts and can save them.

Leveraging Custom Templates

You can leverage custom templates for sending receipts. Our email builder allows you to create personalized receipt templates using custom values. Make your business receipts visually appealing and professional.

FAQ's

Q: How do I enable Automatic Receipts for my business?

A: It is easy to enable Automatic Receipts. Access the Settings page under the Revenue menu, navigate to the Receipts section, and turn on the toggle to enable automatic receipts.

Q: Can I customize the content of the receipts?

A: The receipt content is generated automatically based on the transaction details, along with the coupon discount, if applicable. If you want to add a personal touch, you can customize the title, receipt numbers, and email template.

Q: Can I change the start number after creating a few receipts?

A: The receipt start number cannot be decreased once a receipt has been generated in the system. At any time, users can increase the start number. Receipts cannot be generated twice with the same number.

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