Before You Dive In
This article is one step from our Master Help Guide: All About Products and Payments. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
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 for written instructions about how to find your receipt settings
Click for written instructions about how to find your receipt settings
From your left hand 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 for written instructions about how to edit the receipt email and apply it
Click for written instructions about how to edit the receipt email and apply it
From your left hand 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:
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 🤍