Finance teams: Send receipts as payments are recorded

Accounting coordinators logging payments leave payers without receipts, causing follow-ups and audit gaps. Send PDF receipts automatically so payers get proof and accounting keeps an auditable record.

Overview

Missed or delayed receipts create compliance gaps and frustrate payers. This workflow sends a PDF receipt the moment staff record a payment, removing manual notifications and delivering an auditable trail finance leaders can trust.

Notable Features

Create PDF receipt on payment
Email payer a receipt copy
Log receipt to finance system