Receipt Updates: Notes, Sender Info, Subject Custom Values

Receipt Updates: Notes, Sender Info, Subject Custom Values

Software Updates

February 23, 2024 ● 2 min read

Receipt Updates: Notes, Sender Info, Subject Custom Values
A small consulting firm can now enhance client relationships and clarity in transactions by customizing the “From Name” and “From Email”, and personalizing subject fields on receipts, while also including detailed payment terms and personalized thank-you notes.
Receipt Updates: Notes, Sender Info, Subject Custom Values: A feature enhancing client communication and professionalism in transaction receipts within the CRM.

⭐️ Why Does It Matter To Your Business?

  • mprove client communication: By customizing the “From Name” and “From Email” fields on receipts, you can ensure that clients easily recognize and trust the sender, enhancing communication and brand credibility.

  • Enhance professionalism: Personalizing receipt subjects with custom values adds a professional touch to your client interactions, showcasing attention to detail and reinforcing your brand identity.

  • Streamline record-keeping: Integrating notes and terms directly into receipts facilitates comprehensive record-keeping, providing a clear audit trail of agreements and communications within the CRM, thus enhancing organization and efficiency.

⭐️ How To Use Receipt Updates: Notes, Sender Info, Subject Custom Values:

  1. Access the “Payment” tab from the left navigation menu and click on “Settings” from the upper navigation menu. Click on “Receipts.”

  2. In the Receipts, scroll down, and you can see the newly added option “Add Notes/Terms.”

  3. When someone receives the receipt, he will be able to see the “Terms & Notes.”

  4. This feature also allows you to configure from email, from name & subject for all receipts that are sent.

  5. The receipt subject allows custom values to tailor a personalized subject.

With Receipt updates, businesses can enhance client communication, professionalism, and record-keeping within the CRM, ultimately improving the overall client experience.

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