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How to Send Invoice Emails or Receipts

There are a few different ways to send invoices or receipts to people who purchase through AccessAlly:

  1. Built-in AccessAlly invoice emails (recommended)
  2. Stripe receipts
  3. Triggering an email in your CRM

We’re going to look at all three. But we recommend #1 because AccessAlly’s invoice emails allow you to send a copy of an invoice to yourself or your accountant. Plus they’re customizable!

Built-in AccessAlly Invoice Emails: Types of Invoices

There are two types of invoices you can send review each option to see which one is best for your needs.

  1. Default Invoices: once enabled, this invoice will send after any and all purchases made with an AccessAlly order form
  2. Customized Invoices: if enabled, this option allows you to send a customized invoice for a specific offering(s) and/or recurring payment(s)

Recommendations

  1. Install and activate the Amazon SES plugin (if you haven’t already) to ensure payment failed emails land in the inbox and not the SPAM folder
  2. Create shared blocks for styling your emails
  3. If you need to add VAT tax numbers to your invoices review this article

Setup Invoices

Option 1: Use the default invoice email

Sends the same default invoice email for all offerings and recurring payments on your site

  • Go to AccessAlly > Dashboard > Emails > Invoices
  • In the Default invoice section click the dropdown and choose Send customized email
  • Personalize the invoice email using the editor
  • Below the Email subject section click the send test email button which sends you a test email to review
  • Click the SAVE button on the top right to save your changes

AccessAlly Invoice Email Option 1

Option 2: Send a customized invoice

Use this option if you want to send a custom invoice for a specific offering(s) or recurring payment(s) on your site

  • Go to AccessAlly > Dashboard > Emails > Invoices
  • Click the + NEW button
  • Choose when to send the invoice email
  • Choose the offer(s) that will receive this invoice email
  • In the Send settings dropdown choose to Send customized email
  • Personalize the invoice email using the editor
  • Below the Email subject section click the send test email button which sends you a test email to review
  • Click the SAVE button on the top right to save your changes

AccessAlly Invoice Option 2

Optional: Send blind carbon copy invoices

  • Go to AccessAlly > Dashboard > Emails > Advanced
  • In the Invoice email copy section, you can add blind carbon copy email addresses when sending invoices to clients. This is useful for sending the same invoice notifications your clients get to your accountant or yourself.

How to Send a Receipt Via Stripe

This method is a convenient approach since Stripe handles the email sending for you.

You can find the documentation here: Stripe Tutorial

Quaderno invoices

If you’re using Quaderno for tax calculations with AccessAlly’s integration, then you will also be able to get invoices to send your clients or for your own purposes through your Quaderno account.

Screenshot of Quaderno invoice settings

How to Send a Receipt Via CRM

Alternatively, you can add a receipt email as an extra step in your course welcome automation. Although this method allows for more email customization, it also requires more setup work and can become complicated if you are using multiple payment options, discounts, etc.

You can find the tutorial for the creating welcome automation here: CRM Automation.

Updated on October 18, 2021

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