Step by step
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Step 1: Create the receipt
In your CRM, create a new receipt for the customer.
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Step 2: Write how much you were paid
At the top you see the question about how much you were paid. Write the amount (it also accepts a deposit or a percentage), or leave it empty if you haven’t been paid yet.
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Step 3: Choose how to send it
Open the receipt and choose email or WhatsApp, Telegram or chat.
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Step 4: Check who will receive it
The customer’s first email or number is already filled in. You can remove it, change it or add more, up to 3.
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Step 5: Confirm
The CRM asks you before sending. The receipt goes out with the right message for what was paid.
Good to know
- Unpaid: the message says you are waiting for the payment.
- Deposit: it says the deposit was received and how much is left.
- Paid: it thanks the customer for the payment, with the amount. It never says “thank you” for a payment of 0.