Before You Dive In
If you want to personalise the emails your clients receive after making a purchase, this guide shows you how to locate and customise your receipt email template in Ivorey™ and then apply it in your receipt settings.
This guide is perfect if you're looking to:
Locate your receipt settings
Edit the receipt email template design
Apply the receipt email template in your receipt settings
How to Find Your Receipt Settings, Edit Your Receipt Email Template and Apply the Template
Click here for the written steps about how to find your receipt settings:
Click here for the written steps about how to find your receipt settings:
To find your receipt settings, from the Ivorey™ main menu go to Payments > Settings > click on the [Receipts] tab
Here you can toggle your automatic receipts on or off, and select the branded email template you want being sent to your clients with the receipt
Alternatively you can toggle this off, and use your Payment Processors (e.g Stripe) receipt function if you prefer, just ensure you have Receipts toggled off inside of Ivorey so your clients aren't receiving double
Click here for the written steps about how to edit the receipt email and apply it:
Click here for the written steps about how to edit the receipt email and apply it:
To edit the receipt email, from the Ivorey™ main menu go to Marketing > Emails > Templates > click on the [Payment Emails] folder
If you don't see the Send Receipt email template here, click the [+New] button on the top left of your screen > click [Email Marketing Templates] > select [Payment Emails] from the left hand menu > click on the [Send Receipt] email template > click [Continue] to download it into your account.
Alternatively message Support and ask for them to load the Send Receipt email template into your account
Once the email template is in your account, you can now click on the email to edit and customise it to your brand
Once you have finishing customising your email template, make sure you click [Save Template] at the top right of your screen > then go back into your Receipt Settings and under Email Template, select the [Send Receipt] email from the drop down menu > and click [Save]
Now each time your clients pay for a product or service inside Ivorey, they will receive a branded email from you.
Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Upload the templates to your account
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍