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Receipts and confirmation emails after a purchase or RSVP

  • Updated

Heartbeat doesn't send payment receipts. Payments go through your own Stripe account, and Stripe emails a receipt when receipts are turned on in your Stripe email settings. Heartbeat sends its own emails for Event RSVPs and tickets, and an access email to Resource buyers who aren't members.

What Heartbeat emails after a purchase or RSVP

  • Offer, paid or free: no confirmation or receipt. Someone who pays but doesn't finish creating their account gets the pending user follow-ups instead, starting with a payment confirmation.
  • Event RSVP or ticket, free or paid: an "RSVP confirmed for [Event name]" email with the Event's date and a calendar file that adds it to their calendar. Members and non-members get it, and Heartbeat sends it whatever their notification settings.
  • Resource: buyers who aren't members get an "Access [Resource name]" email with an Access resource button to get back to it. Members who buy a Resource inside your community don't get an email. More in Selling a Resource.
  • Admins: each paid purchase sends admins a "New Sale! 🎉" email, depending on their notification settings.

The RSVP confirmation is separate from the Event invitation that Events set to Medium or Heavy send when they're created.

Send a receipt to a buyer

Send a copy from your transaction list, or have Stripe email it to the buyer.

From Heartbeat

  1. Go to Settings > Revenue > Transactions.
  2. Click the 3-dot menu on the payment and select View receipt.
  3. Stripe's receipt opens in a new tab. Download it and send it to your member by email or DM.

From Stripe

  1. Go to Settings > Revenue > Settings and click Visit Stripe.
  2. In Stripe, go to Customers and open the buyer's page.
  3. Under Payments, hover over the payment and click the Send receipt icon. Stripe emails the receipt to the buyer.

Stripe's receipts guide covers its other options, including sending receipts automatically.

Frequently Asked Questions

How many emails can someone get for one Event? Events set to Medium or Heavy send an invitation when they're created. An RSVP made in Heartbeat sends a confirmation, but answering Yes on the invitation's calendar invite doesn't. Reminder emails go out if Send event reminders as emails is on, and changing or canceling the Event sends an update. Workflow emails you set up come on top.

Can I change the RSVP confirmation, or send my own? The confirmation's wording is fixed. You can upvote the request to customize the RSVP confirmation email. To send your own email as well, create a Workflow with a Send Email action and the On Event RSVP trigger, or for an Offer, the On Group Join trigger on the Access Group the Offer gives. It goes out on top of Heartbeat's emails.

Can members download their own receipts? No. A member's Billing page shows their subscriptions, purchases and payment method, but no receipts. Send them one as shown above, or upvote the request to let members download invoices.

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