Receipt

How to Send a Payment Receipt Email #

1. Review the receipt email template 0:00

• Open the receipt email template and click Edit.
• Confirm the email content is simple and includes:
  • A message telling the recipient they can view and download their payment receipt.
  • A link that takes them to their receipt.

2. Trigger the receipt email from Financials 0:17

• Go to the Financials section.
• Open Successful Payments.
• Select the member whose receipt you want to send.
• Choose Send the receipt and apply the action.
• This sends one receipt to the selected user.

3. Verify the email and receipt download 0:41

• Check the recipient’s inbox to confirm the receipt email was delivered.
• Open the email and click the receipt link.
• The link should allow the user to download:
  • The invoice
  • The receipt