How to manually send a customer receipt

Learn how to send your customers a receipt once the job is charged
Written by Mony
Updated 1 month ago

You can manually send customers a receipt once the job is charged (Job status is set to 'Paid'). You can send the receipt 2 ways:

  • Manually per job
  • Automatically

Customer receipt email template:

  • Click into Settings -> Booking forms & Communications -> Email communications -> Customer receipt

There are 2 template layouts for the receipt

  • Narrow (defaulted)
  • Wide

  • You can preview each template by clicking on it

You can list out terms/company statements in the 'Terms' box:

  • Click 'Save' at the bottom when done making changes

Manually sending a customer receipt:

  • Once the job status is set to 'Paid' (charging customers) click the 'Send receipt' button

  • A pop up will appear in the top right corner once the receipt is successfully sent

Automatically sending a receipt:

  • You can automate the sending of a receipts from the email receipt template in Settings -> Booking forms & Communications -> Email communications -> Customer receipt

  • Turn the 'Send receipts to customer automatically' toggle to 'Yes'
  • You can send receipts via text (phone number required) or via email
  • You can set when to send the receipt 
    • One the day of (the service and time)
    • After (the service date and time - you have to specify how many days after)

Relevant articles:

Need help with sending receipts? Email in with questions at help@maidily.com

Did this answer your question?