Send payment receipt email to client and team

Your recorded payments lack consistent client receipts, slowing reconciliation and production handoffs. Send clients a receipt and notify your project lead so reconciliation completes same day.

Send payment receipt email to client and team

Overview

When a payment posts, the client and your small team should have clear proof and next steps immediately. This flow sends a branded receipt to the payer and notifies the project lead so reconciliation and scheduling finish the same day.

Send payment receipt email to client and team