Payment receipts are automatic confirmations sent to your customers after a successful payment. They provide proof of payment and include all the necessary transaction details. Receipts are delivered as PDF attachments via email and/or SMS, helping customers keep track of purchases and billing information.
This article explains how to enable or disable PDF payment receipts sent to customers via email and/or SMS, and shows what the receipt looks like.
Section 1 – How to Turn Payment Receipts On or Off
Navigate to Customers.
Access the customer profile for whom you want to enable or disable payment receipts.
Click on Notifications Settings.
Scroll down to the Payment Receipt section, where you can enable or disable receipts via SMS, email, or both.
Section 2 – What the PDF Receipt Looks Like
Customers receive a professional PDF receipt by email and/or SMS. The receipt includes:
Company branding and contact info at the top (logo, address, phone, email, website)
Receipt title and date/time issued
Recipient details: name, address, email, and phone number
Payment Method: method used to complete this payment
Receipt total prominently displayed
Booking details: booking numbers, scheduled dates/times, and individual prices
Subtotal and discounts
Taxes clearly broken down by type and percentage (e.g., GST, QST)
Payment summary: total paid and any remaining balance
Note: For invoices that have been fully paid, a green PAID stamp is overlaid on the PDF receipt to provide immediate visual confirmation. Regular payment receipts do not include this stamp.
Customers can save or print the PDF receipt for their records.
Payment Receipt
Paid Invoice Receipt
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