Streamline Your Workflow with the Automatic Receipt Generator for Teams

Automatic receipt generator for teams

happening this is Ronald guys all right so welcome to my channel um today in this video I'm going to walk you through how you can use a go high level automated receipts uh functions uh in inside of our go high level okay so um this is actually about invoices like for example uh previously high level didn't have this future until now uh this is a really awesome thing because um I'm using stripe stripe as my payment Gateway in my business uh when somebody purchased uh something from me a stripe account actually sent them the receipts but it's not actual our company receipt really it's coming from stripe so some people some some of my clients are asking me Hey Ron can you give me your company receipt so they can actually use it for their tax uh for the text thing on the end of the year right so uh in order for me to do that we had to create another different automations to create invoices is send them another create another template and then we have to put this into our system all the time but now we don't need to now you can use one single or a universal uh receive for in your business and every time somebody purchase something from new through your go high level account um it's going to automatically send them the receipts and every single time somebody pays something for you all right so this is a really good feature that I'm going to walk you through together how you can do that so before we get into it please make sure to subscribe to my channel and give me Thumbs Up Guys okay so I'm gonna share the screen and let's get into our account all right guys so uh in this uh video as I said it's all about the receipt automated receipt it's going to send it out every single time somebody purchased something from new inside of any product that you created in your account so right now you are watching uh why label go high level which is our our brand is Goof on the box um right here when you uh log into your account the first place you have to go is your payment okay go to payment and on the top go to settings and now you will see this one before there wasn't anything like settings but now uh go higher level updated really awesome feature which is automated receipt generator okay all you need to do is it's very simple thing just turn it on guys that's it turn it on title you can name anything you want but this will be populated into your um a default email later on so uh make sure you I mean you can name anything you want you can use a company name and receive anything like that for me I only use receipt because later on uh we're gonna create an email um I mean we can use default template for the ascending recip email uh containing the PDF file for their purchase histories but you know default is okay but I like to customize a little better and so it looks more professional so uh for the title you can name anything you want uh this is for just the prefix uh don't touch this and the number has to be well it it doesn't really matter I don't really care about this number thing I just keep it as it is uh this number is to define the number to be used when creating the first receipt the number will automatically increment with each receiving uh created well um you can you can put any number you want but I just like to put it as it is okay so it doesn't really matter guys and then for the default email um you can actually create another uh email template for your receipts or you can just use a default right so later on we're gonna change this into customized receipt email uh and then we're gonna replace this with later on so for now we're gonna save it okay so next thing that we're gonna do is we are going to go into the marketing and we're gonna go into the templates okay now we are here because we want to create our own customized uh received email for our customers and automatically it's going to attach a PDF file for their purchase Studio at the same time so all we need to do is just create a very simple uh email for the receipt now here's the fun part you don't need to query from scratch I will show you something that not that many people know about okay so all we need to do is go to create new for me as you know that I like to create a folder all the time so I'm going to create a photo first and I'm gonna say and see it oops reset right and then I'm going to create a folder and then I'm gonna go into the receipt folder and I'm going to create new now you can click or you can start from blanks template but for me I like to start with email marketing template when you click this and you will see all this email uh email templates that you can actually uh just use it out of the box but there's something that not that many people know on the left side if you see here you'll see system templates when you click this yes you will see all the system templates that actually the go high level is using in their business now we can take it out okay we can use this okay let's go over some few things here uh this one is for the social planner post approval email this one is for the Shopify abandoned checkout uh uh uh templates actually they are using exec Shopify template but we can customize as we want and this one is Photoshop if I order confirmation receipt actually this one is the what we're going to use later on as a receipt email and this one is for the membership welcome email and there's a promotional email update email and simple email so this is really cool guy so what I'm going to do is I'm going to choose Shopify order confirmation um a template so I'm going to click select and I'm gonna click uh continue now uh there's a little thing that go high level should update uh when we uh trying to upload sometime templates it doesn't show right off so we have to like you know like we have to go out and then it's out there it's not inside your folder so we have to go out and then you will see this one system template order confirmation now this is the one we are going to do so what I'm gonna do is since we create the receipt folder I'm gonna remove move this to our reset folder right here receipt I'm going to move now it's gone right it's already inside our folder right here so all we need to do is just click it and all we need to do is start customizing so now first thing I usually do is I change this one and two receipt right order confirmation and then this playhold placeholder uh you can actually utilize anything you want this is for your company logo so what I'm going to do is I'm going to change that into uh I will show you how I how how I do things so I'm going to go into my company's logo um right here and I'm gonna go into our company logo right here and then I'm gonna put it right see right here this is our company logo now this is order number and order number now um I don't really like don't like to change this too much because um you know this is going to be actually the number that people want to see okay it's their actual unique number so uh I don't you don't need to really touch this now this part we can customize it okay so what we're gonna do is um when you click this on on the left side we're gonna customize it so first thing is I want to really give a little height uh right now it's 1.5 yeah let's give you little uh height and then uh hello order uh order customer uh first name now what we can do is you can replace this not order but the receipt I will show you what that means when you click this and we're gonna go with the custom value then you scroll down you will see the receipt this is a custom value that you can plug it in so when you go choose the receipt we're gonna go into um let's see where is reset oh yeah date uh not date paid um let's see it has to be our customer sorry about that we are going to go into the payment um where is payment current code subtotal discount um are we gonna use a customer name customer first name right do you see this hello visit custom first name that is how it's going to go here is a summary of your receive order order number don't touch this made on order create on now you don't need to not order Creator and it's going to be the date they paid that money to you so we raise that and we're gonna go into cost uh customer value and we're going to go into receipt and do you see it says date paid boom now receive date paid okay this is what we're gonna populate in here now make sure to save it and then next thing is you can actually uh use this as it is or you can just change a little bit but I will show you how I do things okay I'm gonna delete this part right and then here what I'm gonna do is like number order has discount uh I'm gonna actually um this is actually custom code guys okay this is custom code but we can actually create something like this yeah order summary right now I'm gonna drop the uh text from here and I'm gonna just erase this part and I'm gonna go say order summary product name foreign and then we're gonna put custom value which is going to be received and it's going to go into um let's say title receipt title oh sorry about that let's start this title the product name has to be populated into right here so uh let's say a company cost oops total amount subtotal uh paid number customer company now do you have to choose one the right one here so what we're going to do is we're going to go into the payment right here the orders okay the orders now we're gonna go into let's see where is the name source yeah order source and we're gonna go into um product name and it's going to be um like uh say subtotal stop portal and then we're gonna go into the custom value go to receipts and we're gonna go into subtotal if you have a discount it's okay and I always put this in there because sometimes I do give coupon code to our clients so I want them to see it so I'm gonna go here and you're going to Discount amount if there's zero it's gonna show zero all right so discount and then I'm gonna show total total amount whoops oops total amount and I'm gonna go to custom value go to receipts and it's you're going to choose total amount right here boom then it's pretty much done right and then make sure you save it now um this here you can drop any content here you want but I'm gonna delete this part now view your order means uh they are going to when you click this they're going to download the PDF file and I mean the the the actual site where they can see entire uh the transactions they made through your purchase so this is another way you can actually giving people like hey we are really professional right we are we are legit company so all right here it says the link URL this is the only thing you need to do it's all about URL not I mean you can change into mail file telephone but you we usually choose URL so because when they click the link it's gonna take them to actual their payment history URL which they can see the whole entire thing so uh in order to uh link URL uh you have to uh we have to go into receipt okay and we have to go into the URL right here see you see reset URL that's it that's all you need to do and then we're gonna save templates and here is customer information now uh if you are doing some physical uh product then yes we have to send our product to our customers uh home address right but since you are if you are doing digital product we don't actually ask for People's Building address so we what I do is I just delete this bar okay I usually delete this part and all I'm doing is I'm gonna put the uh text right here on the bottom and what I'm gonna do is I'm gonna erase this part and then what we're gonna do is we're just gonna uh just type it in the customer information what I mean is that their name and your email and their phone okay always remember what is that information you are collecting from your customer okay but this is the only thing I actually collect file from our customers so I don't really put any home address shipping address anything like that so for the name go to custom value and go to contacts and then I mean you can go to visit too right because there's a customer right here and just choose the name that is the full name that's a receipt customer's name and email same thing go to customer go to receipt and go to customer and go to email it's going to receive customer email and phone number same thing go to receipt go to customer and go to phone number boom that's it very simple right now we just created receipt order confirmation email template right here this will be uh send it out to your customer automatically when they purchase something from new okay anything anything that person from new is going to show right all here so it's done I'm gonna click done I'm gonna go back and all you need to do is go back to your payments okay and then go to settings right here we actually turned it on enabled this entire automated automated uh receipt sending payment uh thing uh all you need to do is choose the email template I mean as I said before you can actually use default one if you want to but for me I like to create my own company's customized email so now I'm going to choose receipt order confirmation which I just created and just click save boom done now this feature is really awesome because you know you don't need to waste another time creating your invoices automations and all that it's going to send it out at universally anytime people purchase anything from you in your business okay now another best part is that with this the email template that we created okay with this receipt email email uh template we created you can also utilize it in your automation too if you want to okay so um let's get back to our video so I hope you saw it's very simple right that's right I love go higher level because there's their software and their their thing is they are really creating the Futures inside of kohai level it's really simple to use for any beginners okay it's not really hard to learn so um I hope you got a lot of value today and this is a really awesome cool feature for anybody who are actually selling something in online space okay it could be physical product it could be info product it could be a courses it doesn't matter but now we can send it out this automated email to our customer every single time they purchase something from you so it's pretty cool right so thank you so much for watching this video give me thumbs up if you really want to check out you know the one that we showed you today which is our actual uh y labeled go high level um we are using go high level in our business and as in many different ways um I utilize the school higher level as my entire business platform at the same time I'm also reselling it as a reseller but as also I am utilizing it as SAS business we call it software as a service okay because I also I I have three different businesses one of the business I'm doing right now is I'm helping course creator and coaches to build their online courses so in order to build people people actually build their online courses they need a software where they can actually host their videos membership sites uh community and so on which I'm going to talk about in my channel so uh you guys can check our co-founder box if you are if you want to use uh this kind of all in one single platform in your business then you can check out our goal from the bath we have a 14 day free trial and we have awesome stuff inside we have really cool community will where we go out like weekly live coaching calls and we support you all the way so you guys can actually check it out on the below the video and also if you really want to build your own SAS business what I'm doing right now utilizing our co-founder box then you can also check our um you know our affiliate link for go higher level and then once you sign up then we will help you to build up your own SAS business as what we are doing right now okay so thank you so much thank you so much for watching our video and I'll see you on the next one guys Okay so always make sure that uh utilizing this kind of software to send out the receipt is became really convenient okay so thank you guys and I'll see you next time bye bye