Square > Send Payment Receipt: How to customize the email?

  • Michael_Webster_mwebster_Michae
    Asked on September 18, 2024 at 6:06 PM

    Hello, how can I edit this email that is sent out once a form is submitted? This isn't the notification email, that is working okay. This is the email the customer receives after submitting.


    Thank you,

    Mike



    Square > Send Payment Receipt: How to customize the email? Image 1 Screenshot 20

  • Afzal JotForm Support
    Replied on September 18, 2024 at 7:11 PM

    Hi Mike,

    Thanks for reaching out to Jotform Support. Unfortunately, it is not possible to customize the receipt email but you can disable it and enable the built-in Invoice option. If you want to disable the receipt option, then you will need to turn off the Send Payment Receipt in the Square Integration settings. Let me show you how to:

    • In Form Builder, click the product list field and click the wand icon.
    • Under the integration settings, click Additional Gateway Settings, toggle the slider to NO for Send Payment Receipt.
    • Click Save to apply the changes.

    Square > Send Payment Receipt: How to customize the email? Image 1 Screenshot 30

    If you have custom receipt or invoice set up in Square then you will need to disable it from your Square account. Jotform offers a way for form owners to generate an invoice for their payment forms. It's easy to set up and you can customize the email as well. Let me show you how:

    1. Once you’ve set up the Payment Gateway, click the Wand icon to open Payment Settings.
    2. Click the Invoice tab.
    3. Toggle Enable Invoice to Yes.

    Square > Send Payment Receipt: How to customize the email? Image 2 Screenshot 41

    You can enter your business details under the Your Business Details section. The information will appear on your invoices. We also have a guide about How to Generate an Invoice for Your Payment Form that you can check out.

    Give it a try and let us know if you need any other help.

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