Payment receipts can be dispatched both automatically and manually through various channels, including Email, SMS, and the Spyn Connect app.
To send a receipt manually, follow these steps:
- Navigate to the completed transactions section.
- Select the specific transaction for which you wish to send the receipt.
- Click on the Send icon located at the top right-hand side of the screen.
You will then have the option to choose your preferred communication channel:
– SMS (for Indian clients): A link to the subscriber’s connect page will be shared, allowing them to download the PDF file.
– Email: A receipt containing payment details will be sent, along with the invoice attached in PDF format.
– CONNECT App: A notification will confirm the payment details. Tapping on this notification will direct the client to their CONNECT app page.
– WhatsApp (if integrated): The receipt, including payment details, will be sent directly to the user’s WhatsApp account, accompanied by the invoice in PDF format for easy access and record-keeping.
Please note that if tax is enabled in the settings, the invoice will be labeled as a “Tax Invoice.” Additionally, if you wish to include a note in the invoice, you can do so by navigating to Settings > Message and entering your desired text under ‘Note in Invoice.’