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Who uses this: An Admin builds the payment receipt template and the payment trigger in Company Settings > Customer Communications. Availability: All regions.
A payment receipt is the confirmation message your customer receives after a payment is recorded in FieldPulse. The receipt is a Customer Communications template you design, sent by a trigger that fires when a payment record is created. This page shows the payment receipt from the customer’s side — what lands in their inbox, what is on the receipt itself, and which parts of it you control.

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Overview

Once your payment receipt template is attached to the payment trigger, FieldPulse sends the receipt when a payment record is created — immediately, after a confirmation prompt, or on a schedule, depending on the trigger action you choose. A payment record is created in three ways:
  • Automatically — a payment taken or submitted through FieldPulse Payments.
  • Via sync — a payment received from QuickBooks or another connected accounting system.
  • Manually — a payment logged by hand in FieldPulse through the web app or the mobile app.
The receipt itself is a Customer Communications template: you write the subject line and the message body, and FieldPulse includes a copy of the receipt — a PDF attachment in the email version. Attaching that template to the When a payment record is created trigger is what makes it send.

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Before you begin

A payment receipt is built from two pieces, both in Company Settings > Customer Communications:
  • The template — the email or SMS message your customer reads. You name the template for your own reference (for example, “Payment Template”); the name is internal and your customer never sees it. See Setting Up Email & SMS Templates.
  • The trigger — the rule that sends the template. Create an automatic trigger, choose When a payment record is created, and pick your payment template. See Setting Up Automatic Communication Triggers.
Customer Communications must be enabled on your account before you can build either piece.

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How it works

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What the customer receives

The customer receives the message you wrote in the template. In the email version, FieldPulse attaches a copy of the receipt as a PDF. You design what the message says — the greeting, the thank-you, and any instructions are the text you saved in the template. Payment confirmation email as the customer receives it, showing the template's message body and the attached PDF receipt

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What is on the receipt

The attached PDF is headed Payment Receipt and carries the number of the invoice the payment applies to. It holds:
  • Your business details — your company logo and address across the top of the page.
  • Bill To — the customer’s name, billing address, and phone number.
  • Payments — a table listing the payment number, the author, the amount, the payment method, and the date.
  • Totals — subtotal, taxable amount, tax due, total, amount paid, and amount due.
  • A closing line — “Thank you for your business!” at the foot of the page.
Attached PDF payment receipt showing the invoice number, Bill To details, the payments table, a PAID stamp, and the invoice totals

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What you can configure

To learn more about sending Customer Communications, see Customer Communications Overview.

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FAQs

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Can a technician send a receipt from the field?

After a Tap to Pay on iPhone payment, the confirmation screen has an option to send a receipt to the customer by email or SMS. Or, if this is already configured in your FieldPulse account, a receipt is sent to your customer automatically. See How to Collect Payments With Tap to Pay on iPhone.