How to enable Sales Receipts for Order Form, Calendar and Invoice payments in GoHighLevel

In the realm of business exchanges, receipts play a pivotal role, furnishing customers with tangible evidence of their transactions. Serving as a testament to payment, they facilitate precise record-keeping for both businesses and clientele alike. Recognizing the significance of streamlined receipt handling, we’re excited to unveil our newest offering: Automated Receipts.

How to enable Sales Receipts 

Effortlessly streamline the receipt process for order form purchases with Automatic Receipts. This feature seamlessly handles primary, bump, and upsell transactions on both 1-step and 2-step order forms, in addition to subscriptions, calendar appointment booking payments, and invoice payments. By automating receipt delivery, our goal is to simplify your operations and elevate customer satisfaction.

How to customize your Sales Receipts

We believe in giving you control over your receipts. Our platform provides several customization options to personalize your receipts:

  • Custom Title: Customize your receipt’s title to give it a personal touch that aligns with your brand.
  • Receipt Numbers: We understand the importance of keeping records in order, so we offer you the ability to assign a prefix and initial number to your receipts. This simplifies the task of tracking and managing transactions.
  • Email Template: Customizing your email templates when sending customer receipts is the perfect way to reflect your brand’s identity. With this feature, you can design and adjust the content of the email according to your preference, creating a professional and consistent experience that your customers will appreciate.

Delivery of Receipts

Experience effortless delivery with Automatic Receipts, guaranteeing a smooth transaction process. PDF receipts are automatically dispatched via email, directly to the recipient’s inbox, facilitating easy access and storage for customers.

Leveraging Custom Templates

Experience the flexibility of utilizing personalized templates to send receipts, enhancing your brand’s identity. Tailor and customize your receipts using distinct values accessible through our email builder. Craft visually captivating and refined receipts that embody the unique essence of your business.

Frequently Asked Questions (FAQs)

How do I enable Automatic Receipts for my business?

Enabling Automatic Receipts is simple. Access the Settings page under the Payments menu, navigate to the Receipts section, and turn the toggle on to enable automatic receipts.

Can I customize the content of the receipts?

The content of the receipts is automatically generated based on the transaction details, along with coupon discount, if applicable. However, you can customize the title, receipt numbers, and email template to add your personal touch.

Will the successful invoice payment notifications still go to my customers even if I enable sales receipts?

ย ย ย No, if automatic sales receipts are turned on, customers would be receiving the template used for sending receipts and the option to set a template for invoice payment success notifications would not be available. We recommend using the sales receipts for invoice payment notifications

Can I change the start number after creating a few receipts?

The receipt start number cannot be decreased once a receipt has been generated in the system. Users can increase the start number at any point in time, though. No number can be used twice to generate a receipt

We hope our Automatic Receipts feature solves the pain point of manually sending email receipts after each purchase or subscription transaction. By automating this process, we aim to save you time, enhance customer satisfaction, and provide an efficient solution for managing your receipts.

If you have any further questions or require assistance, don’t hesitate to contact our support team. We’re here to help!

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