Every payment made through a Client Portal comes with two receipts: one for the client/payer and one for the firm email.
Included in this Article:
Client/Payer Receipt
- The payer is required to enter their email address for payment receipts and this is the email address that receives the receipt.
- A user or a guest can add additional payment receipt email recipients during their checkout process, and the email address(es) they enter receives the payment receipt email as well
- Payment to Invoice(s) - Subject Line: Payment Received for Invoice #### (FIRM NAME)
- Non Invoice Payment - Subject Line: Payment Received (FIRM NAME)
Example Client Facing Invoice Payment Receipt Email
Example Client Facing Non-Invoice Payment Receipt Email
Firm Payment Receipt
- For every payment received, your designated Payment Notification Email Recipient(s) will receive individual payment receipt emails (in addition to your daily payment files)
- Payment to Invoice(s) - Subject Line: Payment Received for Invoice ##### (CLIENT NAME)
- Non Invoice Payment - Subject Line: Payment Received (CLIENT NAME)
Example Firm Facing Payment Receipt Email
Example Firm Facing Non-Invoice Payment Receipt Email