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.
Preview:
How to Manage Receipt Template
Follow these simple steps to manage the receipt template in your Bulk Quote Receipt Settings page.
Navigate to the Receipts Settings page.
Click the three-dot menu, then select the Eye icon for the buyback type you want to Preview.
Preview:
Click the three-dot menu, then select the pencil icon for the buyback type you want to edit.
In the email body, you may use the provided template or customize the draft to create 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.
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}{:items}{:offer-payout-method}{:customer-firstname}{:customer-lastname}{:customer-fullname}{:offer-id}{:offer-total}{:location-name}
Click Preview to review your changes.
Click Save Changes to finalize the updates.
Note
The configured Bulk Quote receipt is available in multiple places throughout the customer journey.
Customers receive the receipt when the Customer Portal URL is shared after a quote is created. They can also download it from the Bulk Offer details page in the Customer Portal.
For Mail-In offers, the same receipt is included in the Shipping Kit to ensure customers have a printed copy of their offer details and terms.
By customizing your Bulk Quote receipts, you can provide customers with clear and consistent information throughout the buyback process. Personalized receipt templates and additional provisions help improve transparency, reinforce your terms and conditions, and create a more professional customer experience.
Remember that receipts are accessible through the Customer Portal and included in Shipping Kits for Mail-In offers, so customers can easily reference their offer details at every stage of the journey.