Available on WebABA Group only. Learn more about WebABA Group.
If you are enrolled in Payment Processing, WebABA will send an automatic transaction receipt to your client's email address when their payment is processed. If you don't want a client to receive automatic transaction receipts in their email, you can turn off automatic receipts in the client's profile.
Jump to Section: [Client Email] [Manually Disable Automatic Payment Transaction Receipts]
Clients receiving automatic receipts for transactions receive an email with a PDF attachment confirming their Payment was successful.
- Email Subject: "Receipt for your payment to...."
Attachment: The receipt will be attached as a PDF.
Manually Disable Automatic Transaction Receipts
- Locate Client and open Client Profile.
- Click Bill To & Insurance Info in side menu.
- Uncheck the Send Credit Card Charges Receipts to this Email or Send Charged Payment Receipts to this Email checkbox.
Save Billing Info.
NOTE: If you uncheck this box and then later add an email address to the Client Profile, that email address will copy over to the Bill To & Insurance Info tab, but the checkbox will NOT be selected automatically.