Customer receipts can be sent manually or automatically. Follow the instructions below to customize your payment receipts and enable receipts to be sent automatically by email and/or text.
Please note: If any of your tenants have U.K. phone numbers, they will be unable to receive text messages sent from U.S. numbers. Due to policy changes implemented on June 1, 2023 by U.K. based mobile carries, text messages that originate from outside of the U.K. will be blocked.
Customize the Receipt
The receipt template in your software is pre-formatted, but you can personalize this message to include more information that is specific to your facility.
To customize the receipt template, hover over Email, Txt & Print and click Templates.
Automatic receipt
Click Automatic Payment Receipt to change the automated receipt that the software sends to customers when a successful payment is applied to their account.
You can edit the Subject, Email/Letter Content, and Text Message Content. Your templates can be formatted using B, I, U, pre-formatted options, and Placeholders, or tags that will pull and display information from the customer's profile.
Manual receipt
From the Templates page, click Manually Sent Payment Receipt to adjust the format of the template that is sent when a manager clicks Send as Email or Send as Text. The templates can be edited in the same way as shown above.
Enable automatic email or text message receipts
On the Automatic Payment Receipt Template page, you can check the boxes for Automatic Email Enabled and/or Automatic Text Enabled. When these check boxes are checked, the templates will be sent automatically to customers by default when they make a payment.
Please note: The software does not support mass texting a custom template to tenants.