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{QUICK TIP} How to Send a Payment Receipt Email to Multiple People

Please follow the below instructions to send a payment receipt email

1) Click on Setup.

2) Click on Document Templates.

3) Click into Payment Receipt - Email.

4) Click Send Emails button in the upper left hand corner

5) Check the box next top the name and payment you want to send the receipt for. 

  • If you do not see the name and payment you want to send the receipt for you can click on Edit Report button in the upper right hand corner of the screen to edit the payment date criteria range.
  • You can select more than 1 payment / person to send payment receipts to

6) Click the orange Send Payment Receipt - Email" button

7) Click on the "Send Email Now button located in the upper left hand corner to send the email.

8) You will then be prompted with this window, letting you know your email has been queued to send. 

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