Hello John,
This is a follow-up to the ticket/email you had sent to KC regarding the Automatic Receipt functionality within GrowthZone. How the payment is taken/added into the system dictates if a receipt will automatically be sent to the member. I have placed a few scenarios below to help give a clearer picture for you on this. Please let me know if there is a scenario that you have seen that differs from the below and I can provide the answer.
- Payment Taken from a Payment link in an invoice
- An email is sent confirming the payment with a link to the invoice which is used for the receipt
- Screenshot of the payment link- https://www.screencast.com/t/EH9NXToY7
- Payment is entered from the InfoHub
- There is a checkbox at the bottom to select if a receipt should be sent
- Screenshot of the "Email Payment Receipt"- https://www.screencast.com/t/OFELdUnuAFwk
- Payment is entered from the contact billing record in the Database
- No receipt is automatically sent
- This is built this way to allow you the customer to make needed updates to billing histories without alarming the member. You can manually send a receipt when you complete the needed changes
- To send the receipt you would click on the Actions button to the of the invoice that has been paid and select Download or Email Invoice
- Screenshot of the options- https://www.screencast.com/t/jJnz7w9mpH
- Automatic Payment is taken for membership dues that has a saved credit card
- An email is sent with a link to the invoice where the customer is able to see the invoice and payment
- If a staff member left-clicks on the Event Registration and manually creates the registration.
- There is a box to send the confirmation which will include a link to the invoice
- Screenshot- https://www.screencast.com/t/6Oe6q41rZv
For the emails that are sent that include the link to the invoice above, below is a screenshot of the Email Templates that are used.
Thank you John and please let me know if I can be of further assistance with this,
Hoping you have a great day,