The Receipt Settings menu is the latest addition to the Settings page, allowing you to manage and edit Bulk Quote receipts. These receipts are sent to customers when you share the Customer Portal URL after a quote is created. Customers can also download their receipts through the Bulk Offer details page in the Customer Portal.
How to Manage Receipt Template
Follow these simple steps to manage receipt template in your Bulk Quote Receipt Settings page.
Navigate to the Receipts Settings page.
Click the Bulk Quote Receipts section.
In the email body, fill in with the draft for your receipt.
Use variables like
{:company-name}and{:price-lock}to personalize the content.
Click the Preview button to see how the updated receipt will appear.
Click Save Changes if you're satisfied with the changes.
Visual Guide
To fully understand how to manage receipt template and add the custom provisions, watch the visual guides below.
How to Add Additional Provisions
You can further customize your receipts by using the Additional Provisions feature. This allows you to incorporate terms and conditions that improve clarity and compliance.
To use this feature, follow these simple steps:
Enable the Custom Additional Provisions feature.
Write your provisions based on your requirements.
Use the following variables to personalize the content:
{:company-name}{:company-email}{:offer-id}{:location-name}{:location-email}{:contact-information}
Click Preview to review your changes.
Click Save Changes to finalize the updates.
Visual Guide
To fully understand how to manage receipt template and add the custom provisions, watch the visual guides below.