When a payment is processed & the customer has an email on file in the contact section = A payment receipt will automatically be sent via email
Automated receipts will be sent for: Autopay Payments, Customer issuing payment from the portal, Hauler entering payment in Hauler Hero.
All payment types: Cash, Check, Credit Card, ACH & Other
A receipt will be sent if the issued payment creates an account credit
A receipt will NOT send when account credit is applied as payment to an invoice
In addition to this update, we have also improved the payment receipts in appearance and ease to resend to your customers as needed.
You can now click directly on the payment in the customer's account, which will open the receipt -
**If this is an older payment, you will need to select the 3 dots and regenerate the receipt**
The receipts have a clean and clear view and will also include any partial payments and what the remaining balance is -
Receipts can also easily be emailed from the Billing / Payments table -
As well as from the new Payment Groups, where you can resend receipts for all payments in the group -
In addition to the receipt revamp, we have also included an email activity feed once the receipt has been emailed to your customer. Similar to the Email Activity Feed, this information can be expanded from the payment.
