Email Receipt Toggles
Using the navigation pane on the left select Company Settings
Click the Outlet Defaults tile
Find the set of toggles in the Payment Receipts section.
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Toggle | Function |
Point of Sale | Allows you to send email receipts in the point of sale if the default customer is changed |
CRM | Automatically sends email receipts when receiving a payment in CRM |
Autopay | Automatically sends an email receipt when autopay is run |
Scheduled | Automatically sends an email receipt when scheduled payments are captured |
Online Portal | Automatically sends an email receipt when customer makes a payment on the portal |
Online Bookings | Automatically sends an email receipt when customer applies a payment towards an online booking |
Select any toggle you wish, and then Save.
To select email receipt templates, navigate to Company Settings → Template Settings → Receipts Section
To update email receipt templates, navigate to System Settings → Templates → Find template to edit or make copy