> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # Payment Receipts Overview > See the payment confirmation email your customer gets after any recorded payment in FieldPulse, what the receipt PDF shows, and which parts you control. > **Who uses this:** An Admin builds the payment receipt template and the payment trigger in **Company Settings** > **Customer Communications**. **Availability:** All regions. A payment receipt is the confirmation message your customer receives after a [payment](https://www.fieldpulse.com/features/fieldpulse-payments) is recorded in FieldPulse. The receipt is a [Customer Communications](https://www.fieldpulse.com/features/customer-communication) template you design, sent by a trigger that fires when a payment record is created. This page shows the payment receipt from the customer's side — what lands in their inbox, what is on the receipt itself, and which parts of it you control. ## Overview Once your payment receipt template is attached to the payment trigger, FieldPulse sends the receipt when a payment record is created — immediately, after a confirmation prompt, or on a schedule, depending on the trigger action you choose. A payment record is created in three ways: * **Automatically** — a payment taken or submitted through FieldPulse Payments. * **Via sync** — a payment received from QuickBooks or another connected accounting system. * **Manually** — a payment logged by hand in FieldPulse through the web app or the mobile app. The receipt itself is a Customer Communications template: you write the subject line and the message body, and FieldPulse includes a copy of the receipt — a PDF attachment in the email version. Attaching that template to the **When a payment record is created** trigger is what makes it send. ## Before you begin A payment receipt is built from two pieces, both in **Company Settings** > **Customer Communications**: * **The template** — the email or SMS message your customer reads. You name the template for your own reference (for example, "Payment Template"); the name is internal and your customer never sees it. See [Setting Up Email & SMS Templates](/customers/communications/message-templates). * **The trigger** — the rule that sends the template. Create an automatic trigger, choose **When a payment record is created**, and pick your payment template. See [Setting Up Automatic Communication Triggers](/customers/communications/automatic-triggers). Customer Communications must be enabled on your account before you can build either piece. ## How it works ### What the customer receives The customer receives the message you wrote in the template. In the email version, FieldPulse attaches a copy of the receipt as a PDF. You design what the message says — the greeting, the thank-you, and any instructions are the text you saved in the template. Payment confirmation email as the customer receives it, showing the template's message body and the attached PDF receipt ### What is on the receipt The attached PDF is headed **Payment Receipt** and carries the number of the invoice the payment applies to. It holds: * **Your business details** — your company logo and address across the top of the page. * **Bill To** — the customer's name, billing address, and phone number. * **Payments** — a table listing the payment number, the author, the amount, the payment method, and the date. * **Totals** — subtotal, taxable amount, tax due, total, amount paid, and amount due. * **A closing line** — "Thank you for your business!" at the foot of the page. Attached PDF payment receipt showing the invoice number, Bill To details, the payments table, a PAID stamp, and the invoice totals ### What you can configure | **Setting** | **What it controls** | | ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Subject line** | The subject line the customer sees on the receipt email. | | **Message body** | The full email or SMS body of the receipt. | | **Trigger action** | How the receipt goes out — sent automatically, held for a confirmation prompt first, or scheduled on a timing you set. You set this on the payment trigger, not on the template. | To learn more about sending Customer Communications, see [Customer Communications Overview](/customers/communications/overview). ## FAQs ### Can a technician send a receipt from the field? After a Tap to Pay on iPhone payment, the confirmation screen has an option to send a receipt to the customer by email or SMS. Or, if this is already configured in your FieldPulse account, a receipt is sent to your customer automatically. See [How to Collect Payments With Tap to Pay on iPhone](/payments/collecting/tap-to-pay-iphone). ## Related articles * [Setting Up Email & SMS Templates](/customers/communications/message-templates) * [Setting Up Automatic Communication Triggers](/customers/communications/automatic-triggers) * [Customer Communications Overview](/customers/communications/overview) * [How to Collect Payments: 3 Methods](/payments/collecting/collecting-payments-3-methods) * [How to Mark a Payment](/payments/collecting/marking-payments) * [FieldPulse Payments Overview](/payments/getting-started/fieldpulse-payments) ## Related topics - [Collecting & Managing Payments](/payments/collecting/index.md) - [How to Collect Payments With Tap to Pay on iPhone](/payments/collecting/tap-to-pay-iphone.md) - [FieldPulse Payments Overview](/payments/getting-started/fieldpulse-payments.md) - [Payment Provider Options Overview](/payments/getting-started/payment-provider-options.md)