Recipe

Payments, pricing and profit

Text or email a receipt

The email sends itself when a booking is paid in full, and for each deposit or part payment if you switch that on. There is no SMS receipt, and the PDF is two clicks away.

1 min read · Owner or front desk · Running day to day

Petboost emails an itemised receipt when a booking is paid in full, so most of the time there is nothing for you to send, and a PDF copy is two clicks away on the invoice. A deposit or a part payment that leaves money owing sends no receipt unless you switch on Email the customer: deposit and part payment receipts.

  1. Open the booking from Appointments.
  2. On the Invoice, open Manage.
  3. Select Download Receipt on a paid booking, or Preview Receipt before it is paid.

The switch behind the email is Email the customer: booking updates, and with that off no receipt goes out. There is no SMS receipt, so a client who wants it on their phone gets the email. Download Receipt mints a fresh PDF each time, because the hosted link expires after a day, and Preview Receipt does the same before the booking is paid.

Check

The switch is on Notifications, under Booking Created. It also carries refund and payment-failure emails, so turning it off stops those too.

To send a receipt for every deposit and part payment too, open Payment Events (switch on Advanced options if you cannot see it), switch on Email the customer: deposit and part payment receipts, then Publish Changes. Each one then emails the customer what they paid and the balance left. It is off until you turn it on.