How to | Set Up Billing Receipts to Be Sent Automatically

Setting up automatic billing receipts ensures your members receive a confirmation each time a payment is processed, helping you maintain transparency and improve communication.

Overview of Billing Receipts
Enabling Receipts When Creating a Profile
Editing Existing Member Profiles

1. Overview of Billing Receipts

Billing receipts are automated emails sent to members each time a payment is processed through the CRM. This includes recurring billing for memberships, pro shop purchases, and any manual transactions.

2. Enabling Receipts When Creating a Profile

Step 1: Go to the New Member registration form
Step 2: Scroll down to the Other Information section
Step 3: Check the box labeled Send Billing Payment Receipt
Step 4: Complete the rest of the member information and click Save

Once selected, the system will automatically email a receipt to the email address provided whenever a payment is made.

3. Editing Existing Member Profiles

If the member already exists and you'd like to enable billing receipts:

Step 1: Search for the member in your CRM
Step 2: Click Edit on their profile
Step 3: Scroll to the Other Information section
Step 4: Check the Send Billing Payment Receipt box
Step 5: Click Save

💡 Tip

Make sure the member has a valid email address on file. If the email is incorrect or missing, the receipt won’t be delivered.

Conclusion

Setting up billing receipts is quick and easy — and it's a great way to keep your members informed about their transactions. You can apply this setting at any time during or after member registration.

FAQs

Q1: Can I disable billing receipts later?
A1: Yes, you can uncheck the box in the member profile to stop sending receipts.

Q2: Do receipts include all transaction details?
A2: Yes, the email will list the amount paid, date, and method of payment.

Need Assistance?

For further assistance or clarifications, please contact northamerica@graciebarra.com

You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation

How to | Set Up Billing Receipts to Be Sent Automatically