Give the recipient what they need to process and file the expense #įor many businesses, the receipt needs to be processed by the accounting department, or they may need it for an expense report. If you’re using Gmail’s Inbox Actions, you could also include a link to the primary action for a little more convenience. So, ideally, this information should be communicated in the subject or pre-header.
An invoice would focus on the request for payment while a receipt acknowledges payment. The simplest and primary goal for receipt emails is to let the recipient know details about the payment. Let the recipient know the payment was received or needs to be made #
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Thinking about the email in terms of priorities can help you decide how to weight and emphasize the various pieces of information that need to be included. To help put yourself in the recipient’s shoes, let’s think through the most important goals of this type of email. What are the goals of email receipts and invoices? # This guide will focus on receipts, but we’ll also touch on some places where invoices might be different. So chances are that unless your business has extenuating circumstances, sending a single email for the receipt is enough. Not only does this become confusing, but it clutters inboxes. Some applications even send an invoice, a payment notification, and a receipt all within seconds of each other. Some services send multiple emails for each payment, and this can be especially confusing if the emails are sent close enough in time that they essentially become redundant. In general, invoices are sent prior to receiving payment as a way to request payment whereas receipts are sent as proof of payment. There’s one simple but important distinction between invoices and receipts. What is the difference between receipts and invoices? # Postmark’s receipt and invoice template.What information should be included in receipt and invoice emails?.What are some common mistakes with receipt emails?.What are the goals of email receipts and invoices?.What is the difference between receipts and invoices?.A well-designed receipt or invoice can make a great impression on your customers and even help generate additional revenue. As ubiquitous as they are, they’re emails that are frequently overlooked in terms of value and customer experience. Any healthy business will need to process payments and send receipts for those payments. If you run any kind of online business, you’re almost guaranteed to have email receipts and invoices. It’s a great primer for transactional email in general and will help make sure you get the most value from this guide too. Editor’s note: This guide builds on the tips from our transactional email guide that covers both content and technical best practices that apply to all of your transactional emails.
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