When a payment is recorded in ProgressionLIVE, a payment receipt can be automatically sent to the customer by email or SMS, depending on the configuration defined under Configuration > Payment.
This automatic delivery applies to:
Payments collected on-site from the customer.
Payments manually added through the Invoice tab of a task.
When is the receipt sent?
A payment receipt is automatically sent whenever a payment is recorded and payment notifications are enabled in the Payment module configuration.
The customer receives a receipt that may include:
Transaction date
Payment amount
Transaction details
Any notes associated with the payment
Configuring the receipt delivery method
Important: A Support agent must apply the change for the modification to take effect.
The delivery method can be configured under:
Configuration > Payment
In the Receipt Delivery section, the following options are available:
Option | Description |
None | No receipt is sent. |
Sends receipts by email only. | |
SMS | Sends receipts by SMS only. |
Email otherwise SMS | Prioritizes email and sends an SMS if no email address is available. |
Disabling receipt delivery completely
You can select the None option to disable automatic payment receipt delivery.
Important
Although this option is visible in the configuration, saving this change is currently not possible directly from the module.
To disable receipt delivery:
Contact the ProgressionLIVE Support team so that a Support agent can apply the change in the system.
Best Practices
Ensure the customer's contact information is up to date before recording a payment.
Test email or SMS templates after making any customizations.
Contact Support if you wish to permanently disable payment notifications for your organization.