Teachworks allows you to send an email receipt to your clients the moment a payment is received or recorded for their account. This ensures your customers receive immediate financial confirmation while saving your administration team from manual billing follow-ups.
Enabling Payment Notifications
Payment notifications can be enabled following the steps below:
Click on "Account" and then click on "Account Settings".
Click on the "Finance & Operations" tab.
Scroll down to the "System Automation & Emails" section.
Switch the "Payment Received Email" toggle to "On".
Submit the form to save your changes.
Sending a Payment Received Notification
If you accept payments online and a customer makes a payment or if you use the Bulk Invoice Payments feature, the payment received email will be sent after the successful payment.
If you are manually recording or processing a single payment, you'll see a checkbox on the payment giving you the option to send the receipt email.
Customizing the Payment Received Notification
You can customize the Payment Received template by following the instructions here: Customizing Notification Templates.