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How to Send a Receipt via Stripe or Your CRM

AccessAlly includes an email invoice feature. We do recommend using AccessAlly’s built-in email invoices as the preferred method.

However, there are alternative ways of sending receipts to your clients through Stripe or your CRM.

How Receipts Work

There are two main methods you can use to email receipts to users once they have made a purchase:

  1. Send via Stripe
  2. Send via CRM (not recommended)

Tutorial: How to Send a Receipt Via Stripe

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

You can find the documentation here: Stripe Tutorial

Tutorial: 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 general welcome automation here: Course Automation

Updated on February 6, 2021

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