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Create receipt PDF and email customer after payment

Create receipt PDF and email customer after payment

Your online payments lack receipts, delaying invoice reconciliation and project closeout. Receive a PDF receipt and an email to the payer so billing and project managers can reconcile same day.

Create receipt PDF and email customer after payment

Overview

Payments without receipts stall AR and slow project closeout; this flow generates a templated PDF receipt, logs the transaction, and emails the payer automatically. Project managers and billing staff gain documented proof and can reconcile invoices the same day.

Create receipt PDF and email customer after payment