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Payments

Send Payment Receipts

Resend payment receipt with a single button

Updated 2 days ago

With Winter ’23 Release, users can now resend payment receipts from the Payments record. To do this:

 

1. Go to the Payment record, click Send Payment Receipt button. If not visible, enable the button in your Page layout (Mobile and Lightning Actions - Label: Send Payment Receipt)

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2. Click Send Email

 

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If you wish to send the payment receipt to an email other than the original recipients, you can change the email in the Payment record before clicking 'Send Payment Receipt' button.

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