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Payment Receipt Emails

Maggie Shipley
Updated

This page breaks down the two receipt emails Aiwyn sends after every Client Portal payment — one to the payer, one to the firm — element by element, for firm staff answering "who got this, what does it say, and can we change it".

When receipts are sent

Property What is the case
Trigger Every payment made through a Client Portal
Number of emails per payment Two — one to the client/payer, one to the firm
Firm-side frequency One individual receipt email per payment, in addition to the firm's daily payment files
Whether a receipt is sent for a failed payment No
Whether a receipt is sent for a refund or dispute Yes
Whether payments taken by firm staff on a client's behalf generate the same two receipts Yes

Anatomy of the client/payer receipt

Client facing invoice payment receipt email.

 

Numbers match the callouts in the graphic:

# Element Description
1 From The email address the firm has designated for client payment emails.
2 To The client payer's email address, plus any additional recipients the payer added for this receipt.
3 Subject line Payment Received for Invoice <invoice number> (<firm name>).
4 Firm logo The firm's horizontal logo.
5 Payment ID The unique ID for this payment.
6 Payment date The date the payment was made.
7 Invoice paid The invoice number, with a graphical preview of the invoice.
8 Invoice amount The amount paid toward this invoice.
9 Summary The subtotal paid, the processing fee (if one applies), and the total amount paid by the client.
10 Payment method The payment method, masked to the last four digits, and the amount paid with it.
11 Firm address The firm's mailing address.
12 Aiwyn partner line The firm's name and a note that the firm partners with Aiwyn for invoicing and payment processing.
Not Pictured Autopay reminder If Autopay is enabled, the email also contains reminder client can setup Autopay with link that directs back to client portal.

Anatomy of the firm receipt

For every payment received, your designated payment notification recipient gets an individual payment receipt email, in addition to your daily payment files.

 

Numbers match the callouts in the graphic:

# Element Description
1 From Always no-reply@aiwyn.ai.
2 To The firm's designated payment notification email.
3 Subject line Payment Received for Invoice <invoice number> (<client name>).
4 Aiwyn logo The Aiwyn logo.
5 Headline <Client name> just paid <number> invoice(s) today! Review the payment details below.
6 Payment ID The unique ID for this payment.
7 Payment date The date the payment was made.
8 Invoice paid The invoice number, with a graphical preview of the invoice.
9 Invoice amount The amount paid toward this invoice.
10 Summary The subtotal of the invoice amount paid, the processing fee paid, and the total amount paid.
11 Payment method The payment method, masked to the last four digits, and the amount paid with it.

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