Payment Receipt Settings

When an invoice is paid, an email is sent to the payer specifying payment details.

You can customize the email by navigating to Payment Center Settings tab, then click Payment Receipt button. You can change the following:

  • Payment Receipt Email Subject
  • Payment Receipt Email Message
  • Payment Notification Email – if you want to receive the same email the payer receives, enter your email address here. You will also receive failed payment notifications.

NOTE: The {COMPANY_NAME} placeholder is used to dynamically retrieve your company name.

Advance Customization

For advanced customizations, click Edit Template beside Payment Receipt Template. This requires knowledge of Visualforce. More information on Visualforce Email Templates can be found here: https://na7.salesforce.com/help/doc/en/creating_visualforce_email_templates.htm

Disable Payment Receipt

You can disable payment receipt by checking the box Turn Off Payment Receipts. It can also be disabled per invoice or per recurring invoice, a checkbox can be found in the invoice and recurring invoice pages, as shown below:

Screen Shot 2017-03-24 at 8.32.38 PM

Miscellaneous Settings

  • CC Receipt To Invoice CC Recipients – When you send invoices, you can CC (carbon copy) multiple email addresses. If you want those same email addresses to be copied on the payment receipt as well, check this box.

 

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