Payment Receipts

If your Service Autopilot account is integrated with a credit card processor, a receipt will be generated for your Clients every time a card is charged to confirm a Payment was made.

You have some control over these receipts but the options vary based on your processor. You can find these settings under Settings > Integrations.


If you integrate with CardConnect, you have the option to change where the receipt appears to come from: 


When this box is checked, the receipt will appear to come from your company via SA rather than from CardConnect. You cannot disable receipts from SA. You will need to contact CardConnect directly to see if this can be done.


If you integrate with OpenEdge, you have the option to disable receipts:




If you integrate with Clearent, you have the option to disable receipts, as well.

Clearent.jpg with CIM

If you integrate with with CIM, there are no receipt settings in SA. You will need to contact to modify those settings. 


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