Sending customers a payment receipt message provides transparency and reassurance in your transactions. This setting allows you to customize a message that accompanies the payment PDF document, which can be sent manually or automatically when a payment is made through the invoice portal.
View Setting
➡️ Navigate to your Profile Icon > Settings > Invoicing > Payment Email Template > View
Set Up Email Template
➡️ Payment receipt email message
Fill in the message in the provided text box for each method.
Use taggingto personalize the message with job-specific details such as customer name, job location, and scheduled times.
Click Save
The payment PDF document will be automatically attached to the email.