Introducing Seamless Receipts: Automate Customer Service with Our New Feature

Automatically Send Receipts with Our New Feature

At SMBcrm, we understand that your time is precious – and now we've made it even easier to provide professional, timely customer service with our latest update. Say goodbye to manual post-transaction work. Our new feature allows businesses to automatically send receipts to customers for their purchases.

What Can You Expect?

Once you make a purchase or subscription transaction, your customers will automatically receive their sales receipts. Whether it's a primary, bump, or upsell purchase on a 1-step or 2-step order form, or a subscription payment, we've got it covered.

The receipt will be sent as a PDF attachment to the customer's email using the template you’ve chosen. You can also add a personal touch to your business by setting a custom title for the receipt. Further customization allows you to specify the prefix and starting number for receipt numbers.

Customizing Your Receipts

With the new feature, receipt custom values are available inside the email builder to use a custom template for sending receipts. Enhance the customer's interaction with your brand by providing receipts that reflect your unique style.

Receipt Example


Getting Started

Setting up automatic receipts is easy.

Remember, if you need assistance, our team is always here to help. Please feel free to contact us with any queries.

In Case You Missed It

In our last announcement, we unveiled a Revamped Message Composer, offering better design and improved functionality for engaging conversations. We recommend you to check it out to leverage your communication!