Manage sales receipts for order form, calendar, and invoice payments

Automated Sales Receipts sends a confirmation email to your customer after every purchase — order form payments, calendar appointment booking payments, and invoice payments — and you control the feature from Payments > Settings > Receipts.

What Automated Sales Receipts does

When the feature is on, JourneyCARE emails a receipt to the customer automatically after each payment is successfully processed. The receipt email gives a comprehensive overview of the transaction, including the products purchased and the total amount paid.

Receipts are sent as downloadable PDF files attached to the email, delivered directly to the contact's email address.

Receipts cover primary, bump, and upsell purchases on 1-step and 2-step order forms, subscriptions, calendar appointment booking payments, and invoice payments.

Enable sales receipts

Turn the feature on or off from the Receipts settings under Payments.

1. Open Payments in the left-hand sidebar.

2. Click Settings at the top of the page.

3. Select the Receipts tab.

4. Turn on the Enable automatic sales receipts for payments toggle.

5. Click Save.

Customize sales receipts

Adjust the receipt title, receipt numbering, and the email template that carries the receipt.

• Custom title: set a receipt title that aligns with your brand.

• Receipt numbers: assign a prefix and an initial number to your receipts to track and manage transactions.

• Email template: design the content of the receipt email in the email builder. You can build branded receipt templates using the custom values available in the email builder.

Turn off sales receipts

Disable the feature when you prefer to send receipts manually or through your payment processor instead.

1. Open Payments in the left-hand sidebar.

2. Click Settings at the top of the page.

3. Select the Receipts tab.

4. Switch the Enable automatic sales receipts for payments toggle to OFF.

5. Click Save.

Turning off the toggle applies globally to all transaction types captured through your connected payment gateways. Every successful payment is still recorded under the Transactions tab, so disabling the email does not affect your internal records.

Use webhook data after a purchase

The purchased webhook data is available to workflows through the Order Submitted trigger, so you can drive external automations from order information. The trigger itself is covered in the article Send confirmations after a purchase or order.

Frequently asked questions