Payment Emails

Customize automatic emails for received, processing, failed, and refunded payments.

PaintScout automatically emails customers as their payment status changes. Customize each template in Account Settings.

Available payment emails

• Payment Received — Sends to the customer when a payment is successfully applied to an estimate or invoice. Use this email to thank them or add helpful next steps.
• ACH Processing — Sends when an ACH payment is processing. Canadian accounts may see EFT instead. This can be helpful to inform the customer of the pending status of a transfer.
• Payment Failed — Sends to the customer when a payment processor declines a card, ACH, or EFT payment. This email can request that users try again or contact you directly.
• Payment Refunded — Sends when a payment is refunded. Use this email to inform the customer that a payment has been fully or partially refunded.

Customize payment emails

1. Select the person icon in the upper-right corner.
2. Go to Account Settings → Communications → Email Templates.
3. In Emails Sent Automatically, select the payment email you want to edit.
4. Update the subject line and message, then save your changes.

The following video shows how to customize the Payment Received email. Use the same steps for the other payment email templates.

Related articles

• Payments Table Overview — Track and manage payment statuses.
• Automatic Emails — Manage other automated customer emails.