Wragby Product VerseWbizManager

Set up receipt settings

Choose whether a receipt is emailed to the customer automatically when you record their payment, and set the default subject and wording of receipt emails.

For finance administratorsUpdated 4 Nov 2026

In this article
  1. Steps
  2. If something goes wrong

Every customer payment you record creates a receipt. Receipt Settings decide whether that receipt is emailed to the customer straight away, and what the email says. You can change the choice for a single payment when you receive it, and you can always send a receipt later from its page.

Steps

  1. Open Settings › Receipt Settings

    In the menu on the left, select Settings, then Receipt Settings.

    1. Receipt Settings in the Settings menu.
    2. Email the receipt when a payment is recorded: the starting value of Email receipt to customer on Receive Payment.
    3. Attach the receipt PDF: automatic receipt emails carry the receipt as a PDF.
    4. Placeholders: select one to insert it where your cursor is in the subject or body.
    5. Default email subject: leave it empty to use the standard subject.
    6. Default email body: leave it empty to use the standard wording.

  2. Choose when receipts are emailed

    Turn on Email the receipt when a payment is recorded if most customers should get their receipt by email. The person recording a payment can still untick it for that payment. Customers with no email address never get one.

    Leave Attach the receipt PDF on unless your customers don't want attachments.

  3. Write the email (optional)

    Type a Default email subject and Default email body, or leave them empty to use the standard wording. Use placeholders for the details of each payment:

    PlaceholderBecomes
    {ReceiptNumber}The receipt number
    {InvoiceNumber}The invoice the payment paid
    {CustomerName}The customer's name
    {AmountPaid}The amount received
    {PaymentDate}The payment date
    {Currency}The payment's currency
    {CompanyName}Your company name

    For example: Receipt {ReceiptNumber} for invoice {InvoiceNumber}.

  4. Save

    Select Save at the bottom. You'll see Receipt settings saved. The line next to it shows when the settings were last changed and by whom.

If something goes wrong

MessageWhat to do
The subject must be at most 500 characters.Shorten the subject.
Could not save the receipt settings.Try again. If it keeps failing, check you're allowed to edit receipt settings.
Failed to load the receipt settings.Select Retry.