Payment receipts
Email customers a receipt automatically when they pay.
ServFlo can email your customer a receipt every time a payment comes in, whether they paid online or you recorded it. Automatic receipts use automations, which are available on the Connect, Grow and Pro plans.
Turn on receipts
- Go to Engage → Automations.
- Under Ready-made automations, find Payment receipt and click Turn on.
From then on, the customer's billing contact gets an email like "Receipt: $250.00 received, thank you". It shows the amount, the date, the payment number, the invoice and the balance still due on it. You can open the automation to edit the wording.
Once it's on, every payment emails the customer a receipt unless you untick it when you record the payment.
The receipt also asks "How did we do?" with a link to rate the service. See Feedback and reviews when customers pay.
Skip the receipt for one payment
When you record a payment, untick Send the customer a receipt. That payment is saved without messaging the customer.
Customers' own copies
Customers can open the invoice from their link or their customer account at any time. It shows every payment received and the balance. They can use Print or save as PDF to keep a copy for their records.