How to enable Sales Receipts for Order Form, Calendar and Invoice payments
Receipts are a vital part of business transactions, offering customers documented confirmation of their purchases and serving as proof of payment. They also help both businesses and customers maintain accurate records. To streamline this process, Stack introduces Automatic Receipts.
Enabling Sales Receipts
Section titled “Enabling Sales Receipts”Automatic Receipts in Stack allow businesses to effortlessly send receipts for purchases made via order forms, calendar bookings, and invoice payments. This feature supports primary, bump, and upsell purchases on both 1-step and 2-step order forms, as well as subscriptions. By automating the receipt process, Stack aims to simplify your workflow and enhance the overall customer experience.
Customizing Your Sales Receipts
Section titled “Customizing Your Sales Receipts”We believe in giving you control over your receipts. Stack provides several customization options to personalize your receipts:
- Custom Title: Add a personal touch by customizing your receipt’s title to align with your brand.
- Receipt Numbers: Assign a prefix and initial number to your receipts to keep records organized and simplify transaction management.
- Email Template: Reflect your brand’s identity by customizing the email templates used for sending customer receipts. Design and adjust the email content to create a professional and consistent experience for your customers.
Delivery of Receipts
Section titled “Delivery of Receipts”With Automatic Receipts, the delivery process is seamless. Receipts are sent as downloadable PDF files attached to an email, directly to the contact’s email address. This convenient method allows customers to easily access and save their receipts.
Leveraging Custom Templates
Section titled “Leveraging Custom Templates”Stack offers the flexibility to use custom templates for sending receipts. You can create personalized and branded templates using custom values available within our email builder. Craft visually appealing and professional receipts that reflect your business’s unique style.
Frequently Asked Questions
Section titled “Frequently Asked Questions”Can I send sales receipts automatically for only certain types of payments?
No, enabling sales receipts applies globally to all payments made through order forms, calendar bookings, and invoices. For selective receipt handling, you would need to disable automatic receipts and manually send them for specific payments.
Can sales receipts include custom fields or personalized messages?
Currently, sales receipts do not support adding custom fields or personalized messages beyond standard transaction details. However, you can customize the email template associated with the sales receipt to include a general message or branding elements.
Are sales receipts sent immediately after a payment is processed?
Yes, sales receipts are automatically sent to the customer as soon as the payment is successfully processed. However, delays may occur due to email delivery factors outside of Stack’s control, such as the recipient’s email server.
How can I verify if a sales receipt was successfully delivered to a customer?
You can check the delivery status of sales receipt emails in the Email Reporting section. This section provides insights into whether the receipt email was delivered, opened, or bounced.