Payment receipts can be sent through various channels, both automatically and manually, including Email, SMS, and the CONNECT app. To set up automated payment receipts, please follow these steps:
- Navigate to Settings > Client Notifications.
- Under the Made a Payment section, select 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.
Additionally, if tax is enabled in the settings, the invoice will be printed as a “Tax Invoice.” To include a note in the invoice, go to Settings > Message and enter your text under ‘Note in Invoice.’