How to Automatically Confirm to the Client That Payment Was Successful?

Text templates are an excellent tool that helps to deal with writing tasks faster and easier while maintaining high quality and professionalism. With automated successful payment notifications to clients, you'll maintain good relationships, inform them about payment status, and provide clarity. With the help of the guide, you can easily activate or create a template you need!

How to do it?

Select TEXT TEMPLATES from the menu bar

Click CREATE A TEMPLATE

Choose the template type INVOICE PAID

Fill in all the necessary information: template name, header, and content

Confirm the settings by clicking the blue CREATE A TEMPLATE button

How to activate automatic payment confirmation?

Choose SETTINGS from the menu bar

Select INVOICES

In the invoice settings list, choose the template

Save the changes

The notification will be sent to the client when the payment is added to the invoice.

Updated on: 29/05/2024