Customer Receipt Email Enhancements

January 28, 2021

We have revamped our “Payment Receipts” email template that is automatically sent out when a customer signs up for a class via the Customer Portal. The template is now easier for you to edit and to help ensure that your business meets credit card company criteria.

Previously, email receipts sent out for customer portal purchases only contained the bare minimum details of the transaction in a simple email. Now, your customers will get a printable receipt attached to the email as a pdf. In addition, you can even customize the “Payment Receipts” email template to say anything like “Thank you for letting us serve you!”, “Have a Merry Christmas!” or a reminder to sign up for a new class. 

We have also included the ability for you to include a “refund policy” section at the bottom of every receipt that is emailed to your customer (as required by some credit card companies). To add your refund policy, go to Settings > Transactions > Configure Receipt Options. The “Refund Policy” section is available for email receipts sent from the Office Portal and Customer Portal.

We’re so excited about what you can now do with the “Payment Receipts” email template and we hope you are too! To learn more about our customer receipt email enhancements, hop on over to our Knowledgebase by clicking one of the links below.

New Setting for Refund Policy
How to Customize an Email Template