Overview
Send email receipts to customers for offline payments recorded in ArcSite. When you log a check, cash, or other offline payment, you can now send a professional receipt directly from the app. This gives your customers immediate payment confirmation without extra steps.
Availability
Plan: Estimate
Platform: iOS, Android, Windows, Web
Step-by-Step
Open the project where you recorded an offline payment.
Navigate to the payment record in your project's payment history.
Tap or click the Send Receipt button.
Confirm or enter the customer's email address.
Tap or click Send.
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Tips
Receipts include the payment amount, date, payment method, and project details.
You can send receipts immediately after recording a payment or at any time later.
Check your project's contact information to ensure the customer email is current before sending.
A copy of the receipt is stored in your project history for your records.
Troubleshooting
Receipt not sending: Verify the email address is valid and formatted correctly. Check your device's internet connection.
Customer didn't receive the receipt: Ask them to check spam or junk folders. Resend the receipt from the payment record.
Send Receipt button is missing: Ensure you're viewing an offline payment record, not an online payment processed through a payment processor.