Automatic Receipts in Order Forms

Originally Posted: July 4, 2023

Hey there!

We have some exciting news from the development team! Businesses can now easily automate the process of sending receipts to their contacts following order form purchases. This enhancement addresses a significant challenge many businesses face – the need for automated email receipts after purchase or subscription transactions. Let's explore this new feature in detail.

With this update, businesses can now send receipts automatically for primary bump and upsell purchases on both one-step and two-step order forms. Additionally, subscription payments are also covered, ensuring a seamless receipt delivery process for ongoing transactions.

To take advantage of this feature, head to the payments settings and navigate to the receipts section. Here, you can customize the receipt generation process to align with your branding and requirements. Set a custom title, prefix, and starting number to personalize the receipts. Furthermore, you have the flexibility to leverage email templates, allowing you to maintain a consistent and professional look for your receipts.

To include specific transaction details in your receipts, navigate to your email campaign or template and select a text element. Click on the custom values icon, and you will find a range of available custom values, including "receipt." These values dynamically populate the receipt content based on the transaction details, including any applicable coupon discounts.

It's important to note that the content of the receipts is automatically generated, providing accurate and detailed information to your customers. To further explore this feature and gain comprehensive insights, we encourage you to refer to our help library's section on automated receipts.

Cheers,

The RDT Team

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