Sending customers a payment receipt message provides transparency and reassurance for your transactions. This setting allows you to customise the email message that will be sent, with a PDF document attached as receipt.
How to access the payment receipt email template
➡️ Go to your Profile icon → Choose Settings → Invoicing → Payment email template → View
How to set up the email template
Compose an informative email to accompany the payment receipt PDF.
Compose email subject: This is the first thing your customer will see. Make it clear and concise, indicating the purpose of the email (e.g., "Your Payment Receipt from Your Company Name").
Compose email body: Write the main content of your email here. This should include a friendly greeting, a summary of the attached payment receipt, and any other relevant information or next steps for the customer.
Save your changes.
Ensure your email subject and body are clear and informative. Emails with PDF attachments can sometimes be flagged as spam by recipient email providers if the content is too brief or generic. Providing clear and specific information helps ensure your email is delivered and/or identified successfully.
For more information on using tags, see our article on Using Tags in Communication Templates.
Click here to see an example payment receipt email template
Click here to see an example payment receipt email template
Subject:
[invoice_address_name], Your payment receipt - Commusoft Plumbing & Heating
Body:
Dear [invoice_address_name]
Thank you for your recent payment. We have received your payment of [payment_amount]. Please find the attached receipt for your records.
Details of the Payment
Payment Date: [payment_date]Amount Paid: [payment_amount]Payment Method: [payment_method]
Payment reference: [payment_reference]
If you have any questions or need further assistance, please feel free to contact us at 02030266266, or reply to this email.
Thank you for choosing our business. We hope to assist you again in the future!
Common questions
💭 Can I set up a different payment email template for different customers?
No, the payment email template is a global setting and applies to all customers.
💭 Can the payment receipt email be sent automatically?
The payment receipt can be sent automatically when payment is made using the following:
Invoice portal: Enable Send payment receipt to customer in the Invoice portal settings to automatically email the receipt upon payment through this portal.
Statement portal: Enable Send payment receipt to customer in the Statement portal settings to automatically email the receipt upon payment through this portal.
Service reminder portal: If the Service reminder portal settings are configured to take prepayment, a receipt email will always be sent.
Workflow marketplace: The Customer invoice payment receipt workflow can be used to send a receipt for all payments received into Commusoft.
💭 Can I add hyperlinks or use HTML in the email body?
No, hyperlinks and HTML are not supported within this template.