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Send Payment Receipts Automatically

Payment receipts can be sent automatically and manually via Email, SMS and spyn app.

To setup automated payment receipts

  • Go to Settings>Client Notifications
  • Against Made a Payment, choose the desired channel
    • SMS (for Indian clients) – A link pointing to subscriber’s connect page is shared. They can download pdf file from there
    • Email – Receipt containing payment details is sent along with invoice attached in pdf format
    • CONNECT App – A notification is sent confirming the payment details. On tap, it takes the client to to their CONNECT app page

Invoice is printed as “Tax Invoice” if tax is enabled in Settings

To add note in the invoice, Go to Settings->Message and enter text under ‘Note in Invoice’

Updated on November 20, 2021

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