Overview
When a payment is recorded in FieldPulse, whether it's taken through FieldPulse Payments, synced from QuickBooks, or logged manually, you can automatically send your customer a payment confirmation. This article covers what that payment receipt looks like and how it gets delivered.
What the Customer Receives
The payment receipt is an email template built in Customer Communications named 'Payment Template' and can be attach to the When a payment record is created trigger. You design what it says and FieldPulse includes a copy of the receipt.
What's configurable: The full email or SMS body, subject line, and which trigger action automates it.
To learn more about sending Customer Communications, click here
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.