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Streamlining Payments: Automated Receipts, Text2Pay Links, and ACH Direct Debit
Automate receipt delivery, provide ACH Direct Debit options, and offer Text2Pay links—all inside BizStackPro. Save time and give customers a smoother payment experience.
Reducing Payment Follow-Ups and Keeping Everything Automated
Chasing payments, sending confirmations, and answering “Did my payment go through?” can take up more time than the payment itself.
Automated receipts, Text2Pay links, and ACH options work together to simplify the payment process and reduce manual follow-up.
Without these systems in place, payments can feel inconsistent, slower to confirm, and harder to track across different methods.
This guide will walk you through how to streamline your payment process so customers can pay faster and receive confirmation automatically.
To begin, review what these tools help you do and how they work together in your payment workflow.
What This Helps You Do
BizStackPro can reduce payment back-and-forth by automatically sending receipts, offering bank payment options, and enabling Text2Pay links for fast checkout—especially useful for invoices and recurring payments.
- Automatic Receipts: Send proof of payment without manual work.
- Text2Pay Links: Share a payment link in SMS for faster collection.
- ACH Direct Debit: Let customers pay from US bank accounts (and save details for recurring charges when available).
Follow along: Start by enabling Automatic Receipts, then confirm your checkout methods include ACH and Text2Pay where needed.
Automatic Receipts
Automatic Receipts send a receipt immediately after payment is processed—useful for invoices, recurring templates, and Text2Pay payments.
- Go to Payments → Settings → Receipts.
- Toggle on Enable automatic receipts for payments.
- Customize your receipt details (title, prefix, numbering, sender info, subject, and template).
- Save your changes.
Pro tip: Keep your subject line simple and recognizable (e.g., “Payment Receipt – {{contact.name}}”) so customers can find it later.
Branding & Customization Options
You can brand receipts so they look professional and match your business identity.
- Receipt title: The name displayed on the receipt.
- Prefix + starting number: Keep receipt IDs consistent for bookkeeping.
- From name/from email: Control sender identity.
- Email subject + template: Use your preferred receipt email layout.
- Custom values: Personalize receipts using fields and tokens in your template.
Suggestion: If you send receipts from a domain email, make sure your DNS email authentication (SPF/DKIM/DMARC) is set up for better deliverability.
Text2Pay Links
Text2Pay lets you send customers a payment link by SMS. It’s ideal when the customer is on their phone and you want the fastest path to payment.
- Use Text2Pay links for one-time invoice payments (and supported payment flows).
- Pair with Automatic Receipts so customers get immediate confirmation after paying.
- Use clear messaging: what they’re paying for + the amount + what happens after payment.
ACH Direct Debit (US Bank Accounts)
ACH Direct Debit enables customers to pay directly from a US bank account. It’s a strong option for higher-ticket invoices and recurring billing scenarios.
- At checkout, the customer selects ACH Direct Debit.
- They accept authorization terms and complete bank verification.
- When available, they can save bank details for smoother future payments (including recurring payments).
Good to know: ACH timing can differ from card payments. Set expectations in your invoice/payment message if settlement time matters for delivery or scheduling.
Receipt Delivery
When Automatic Receipts are enabled, BizStackPro emails the customer a receipt with a PDF attachment as soon as the payment is processed. This reduces “Did you get my payment?” messages and improves trust.
Privacy & Security
- Use professional sender settings (from name/from email) so customers recognize your receipts.
- Limit admin permissions to reduce risk around payment settings and templates.
- Review templates periodically to ensure you’re not exposing unnecessary customer data.
Want faster payments with less follow-up?
Automated receipts + Text2Pay + ACH options can reduce friction and make your payment process feel effortless for customers.
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Frequently Asked Questions
How do I enable Automatic Receipts?
Go to Payments → Settings → Receipts and toggle on Enable automatic receipts for payments.
Can I customize receipts with my brand?
Yes—customize the receipt title, prefix, numbering, sender info, subject line, and email template to match your branding.
What is ACH Direct Debit and how does it work?
ACH Direct Debit is a US bank payment method. Customers authorize terms, verify the account, and can save bank details for future payments when supported.
How are receipts delivered?
Automatic receipts are delivered by email with a PDF receipt attachment after payment is processed.
Make Payments Feel Automatic (Because They Should)
Turn on Automatic Receipts, offer Text2Pay links for fast checkout, and enable ACH Direct Debit for customers who prefer bank payments. The result: fewer questions, faster collections, and a more professional experience.
Faster checkout. Cleaner records.
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