Payment Confirmations & Tax Receipts

Payment Confirmations & Tax Receipts

A tutorial on Payment Confirmations can be found here.

You should use the Auto Send Payment Confirmation feature under Preferences if you'd like confirmations to automatically be emailed to members after they pay for their order. These confirmations are often used for Tax Receipt purposes.



The format and content of the email that will be sent is based on the template in Preferences. You can select various macros to have inserted in your email confirmations. Some common macros to include:
  1. {payment_date}: the date payment is received.
  2. {payment_id}: the unique identifier of your payment (governed by the Next Prefix Payment No. field in Prferences)
  3. {invoice}: a table detailing the member order.
  4. {current_payment_amount}: the current amount the member paid, vs. the total (the member can make multiple payments in a single campaign).
Macros button to insert macros where your cursor is: 
  

If you'd like to revert back to the original template after making changes, click the Template button: 


Manually Sending Payment Confirmations
 
Note that a payment confirmation can also be sent manually to members from the Member Payment area. To send the confirmation click on the envelope icon in the Action column. Here too, the content and format of the email that will be sent is based on the same template in Preferences.



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