Send payment receipt email and archive PDF document
Send payment receipt email and archive PDF document
Your incoming payment records lack readable receipts, delaying customer confirmation and slowing reconciliation. Get emailed receipts and an archived document for each charge so reconciliations finish same day.
Workflow preview:
Zap details:
Overview
Unsent or messy receipts frustrate customers and slow down your month-end reconciliation. This flow creates a branded receipt document, archives a PDF for your books, and emails the payer within minutes so billing staff can reconcile the same day.