Hello everyone! We're thrilled to announce a new feature from Pinnacle AI that's set to streamline your business operations. We're talking about automated receipts for invoices and Text2Pay link payments!

What's the Buzz About?

This innovative feature enables businesses to send a confirmation receipt automatically when an invoice is successfully paid by the contact or lead. This applies to one-time invoices, recurring templates, and Text2Pay link payments.

Customization at Your Fingertips

We're not stopping there! We've also incorporated some customization options. Businesses can set a custom title for the receipt, prefix, and start number for receipt numbers, and choose a custom email template to send out receipts.

Delivery of Receipts

Receipts are dispatched as a PDF attachment to the contact's email using the selected template. This ensures your customers have a tangible copy of their payment confirmation right in their inbox!

Tailor-Made Template Values

Receipt custom values are available inside the email builder, allowing businesses to use a custom template for sending receipts. This gives you the flexibility to mold the receipt to align with your brand's style and voice.

So, don't wait! Start leveraging this new feature today and simplify your payment confirmation process!

Remember, at Pinnacle AI, we're continually striving to make your business operations more seamless and efficient. Stay tuned for more updates!