Payment receipts
The HoopAI Platform automatically sends a receipt email to customers after a successful payment. You can customize the receipt template to match your brand.Customize the receipt email
Edit the email subject line, body text, and footer. Use merge fields to personalize receipts with the customer’s name, order details, and payment amount.
Add your logo and brand colors
Upload your company logo and set the brand color used in the receipt email header.
Taxes
Set up tax rates once and apply them to any invoice, order form, or checkout — manually or automatically.Add a tax
Click + Add Tax and enter:
- Tax name — e.g., “Sales Tax”, “GST”, “VAT”
- Tax rate — as a percentage (e.g., 8.5 for 8.5%)
- Tax ID / registration number — optional, displayed on invoices
Applying taxes
Once created, taxes can be applied in three ways on invoices:- Automatically — applies the correct rate to all line items
- Per item — select a specific tax for each product individually
- To subtotal — apply one rate to the entire invoice total
Tax rates set here are available globally. For jurisdiction-specific tax compliance (e.g., automated US sales tax), consider integrating a dedicated tax service through your Stripe account.
Subscription settings
Configure failed payment retry behavior and post-failure actions for subscriptions.Subscription retry settings apply to NMI, Square, and Authorize.net payment gateways. Stripe has its own retry logic configured within your Stripe dashboard.
Configure retry attempts
Set up to 3 retry attempts after an initial payment failure. The default is 3 retries with 1-day gaps. Retry intervals can be set to 1, 3, 5, or 7 days between each attempt. Changes apply to both existing and new subscriptions.
Set post-failure behavior
If all retries fail, choose how to handle the subscription:
- Keep in Unpaid state — the subscription remains but billing is suspended
- Automatically cancel — the subscription is cancelled after all retries are exhausted
Enable failed payment invoices
Optionally toggle on Create invoices after a subscription payment fails and select the channels to notify the customer.
Abandoned cart emails
Recover lost sales by automatically emailing customers who added products to their cart but did not complete the purchase.Enable abandoned cart emails
Toggle on the Abandoned Cart Email notification. The same process applies to Order Confirmation and Order Fulfillment emails.
Select and preview a template
Choose an email template from the dropdown — either a system template or one of your own custom templates. Click Preview to edit the template content and design in real time.
Customize the subject line
Edit the subject line for greater personalization. Click the tag icon to insert custom values (e.g., customer name, cart total).
Set the send delay
Configure how long after abandonment the email sends. Use the +/- buttons and the time unit dropdown (minutes, hours, days) to set the delay.
The abandoned cart link sent in recovery emails remains active across different browsers, devices, and sessions. If the customer completes their purchase before the email sends, the system automatically cancels the scheduled email.
Shipping & delivery settings
Configure shipping rates and delivery options for physical products sold through your store or order forms. Navigate to Payments → Payment Settings → Shipping & Delivery.Shipping profiles
Shipping profiles let you assign different rates to specific products or stores, while a General Profile applies to everything not covered by a custom profile.Create a shipping profile (optional)
Click Add Custom to create a custom profile. Give it a name and assign the relevant stores and products to it.
Add a shipping zone
Click Add Zone within a profile. Give the zone a name and select the countries to include. For more granularity:
- Click the arrow next to a country to select specific states or provinces
- Enable Limit Shipping to Specific ZIP/Postcodes and enter ZIP codes (use an asterisk after the first 3–4 digits to include an area; separate multiple entries with commas)
Add a shipping rate
Within the zone, click Add Rate. Enter:
- Name — the customer-facing label (e.g., “Standard Shipping — 5–7 days”)
- Description — optional details
- Amount — flat rate charge
- Conditional pricing — set different amounts based on order weight ranges or order value ranges (e.g., free shipping over 10 flat rate below $500)
Or use a carrier/app rate
Select Carrier or App when creating a rate to have the shipping cost calculated dynamically by an integrated carrier.
Customers see only the shipping rates applicable to their address at checkout, based on the zones you have configured.
Additional fees
Pass processing charges or other fees on to customers transparently at checkout.Enter the charge details
Configure the fee name, amount (flat or percentage), and the sections where it should be applied (e.g., order forms, invoices, payment links).
This fee can also be added manually when managing individual products. The charge is displayed with a clear disclosure to the customer at checkout.
Frequently asked questions
Can I create different tax rates for different products?
Can I create different tax rates for different products?
Yes. Create multiple tax rates in the Taxes section and apply them individually per product line item on invoices and order forms.
Can I disable automatic receipt emails for specific transactions?
Can I disable automatic receipt emails for specific transactions?
Receipt emails are sent automatically for all completed payments. To suppress them for specific scenarios, you would need to use a workflow to manage communication instead.
Do abandoned cart emails work for invoice payments?
Do abandoned cart emails work for invoice payments?
Abandoned cart emails apply to store checkouts and order form sessions. For invoice reminders, use the Invoice Reminders feature under Payments → Invoices & Estimates → Settings.
Can I offer free shipping above a certain order value?
Can I offer free shipping above a certain order value?
Yes. When adding a shipping rate, select Free shipping and set the Minimum order amount condition. For example, “Free shipping on orders over $75.”
How do subscription retry settings interact with Stripe?
How do subscription retry settings interact with Stripe?
Subscription retry settings in Payment Settings → Subscription Settings apply to NMI, Square, and Authorize.net. Stripe manages its own retry logic from within the Stripe dashboard. To configure Stripe’s retry behavior, log in to Stripe and go to Settings → Subscriptions and emails → Smart Retries.
Can I add a surcharge for credit card payments?
Can I add a surcharge for credit card payments?
Yes. Go to Payments → Payment Settings → Miscellaneous Charges and enable passing processing charges to customers. Configure the fee amount (flat or percentage) and select which checkout channels display the surcharge. The fee appears as a labeled line item at checkout.
Can I set up multiple shipping zones for different countries?
Can I set up multiple shipping zones for different countries?
Yes. Within each shipping profile, create multiple zones and assign different countries (or specific states and ZIP codes) to each zone. Each zone can have its own flat rate or conditional pricing rules.