Payment email template

This setting was previously called: Payment receipt email message.

Purpose: Sending customers a payment receipt provides clarity in your transactions.

Set a clear message for customers when sending a copy of their payment PDF document either manually or automatically when they pay online via the invoice portal.

Please note:

  • PDF document is attached to email by default once sent

Set up email template

  1. Profile icon > Settings > Invoicing > Payment email template > View
  2. Enter email subject line > Enter email body > Save

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