HighLevel’s Automatic Receipts: Revolutionizing Transactions

If you are running a business, every little detail matters, Automatic Receipts for Order Forms and Subscription Payments is one feature that can take your customer interations the next level.

From the way you interact with your customers to the way you handle your transactions, every step is crucial.

Yes, the humble receipt, that little piece of paper (or email) that confirms a transaction has taken place.

But what if I told you that HighLevel has just made this process a whole lot easier?

HighLevel, the all-in-one marketing platform, has introduced a new feature that is set to revolutionize the way businesses handle their transactions.

The feature? Automatic receipts for order forms and subscription payments.

The New Feature – Automatic Receipts

In a recent announcement, Sean from HighLevel shared the exciting news about the launch of automatic receipts for order forms and subscription payments.

This feature, which was eagerly awaited by many, simplifies the process of sending receipts to customers.

Previously, businesses had to create workflows to send receipts, but with this new feature, the process becomes significantly easier.

Now, businesses can set up their system to automatically send a receipt for order forms and subscription payments.

How It Works

To enable this feature, businesses need to go to the ‘Payments’ section in the settings of their sub-account. Navigate to the Receipts section.

Here, they can enable the automatic sending of receipts for order forms and subscription payments. They can also set a custom title, recipient prefix, and starting receipt number for the receipts.

The content of the receipt is generated automatically based on the transaction details, including any applicable coupon discounts.

The receipts are sent as a PDF attachment to the email of the contact using the selected template. Businesses can also customize the email template and use custom variables for the receipt.

The Benefits

This feature solves a major pain point for businesses – the need to send automated email receipts.

Not only does it save time, but it also ensures that customers receive their receipts promptly, enhancing the customer experience.

Moreover, the feature includes receipts for primary, bump, upsell purchases on one-step and two-step order forms, along with subscription payments.

This means that no matter what kind of purchase a customer makes, they will receive a receipt for it.

You Can Leverage Custom Email Templates

You may use the receipts as a starting point, or you can create your own from scratch.

Using the custom values in the email builder, you can create templates with branded receipts that are uniquely yours.

Create invoices that reflect the professionalism and aesthetic of your company.

Conclusion

HighLevel continues to innovate and make life easier for businesses.

The introduction of automatic receipts for order forms and subscription payments is just one example of how they are simplifying processes and enhancing customer experiences.

So, if you’re a business looking to streamline your operations, it might be time to consider HighLevel.