How to Automatically Attach Receipts to Order Invoice Emails

Introduction

The purchase flow for users checking out through the Members portal pages (Signup, Calendar, Shop, Marketplace) may have been configured to send an invoice and charge the user immediately.

If so, it's possible to send the payment receipts as PDF attachments with the Order Invoice emails. This is a better approach than sending the receipts in separate emails, because it reduces the number of emails sent to users after purchase.

How to automatically attach receipts to Order Invoice emails

Enable the following settings in OfficeRnD Flex:

1.In Settings/Billing Settings/Billing Rules - Send Payment Receipts Automatically:

Payment_recps.png

2. Settings/Billing Settings/Purchase Flows - Click on the desired purchase flow (or add a new one), and enable the following settings:

  1. Charge Invoice Immediately
  2. Send Invoices Automatically
    Edit_purchase_flow.png

Now, the Order Invoice email received by users upon checkout should include both the Receipt and Invoice as .PDF attachments.

Additional considerations

  • If the Settings/Billing Settings/Billing Rules/Attach an invoice PDF setting (under We’ll email invoices) is not enabled, the Order Invoice email will include only the receipt.
    atttach pdf.png
  • If the Send Invoices Automatically setting in Settings/Billing Settings/Purchase Flows setting is disabled, only the Receipt email with the attached .PDF receipt will be sent.
  • When the charge is Pending (the invoice is awaiting payment), an Order Invoice email will be sent without a receipt.
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