Payment processing and receipt sharing

Purpose

1. Streamline animal hospital payment collection, validate payment, and generate receipts automatically for each client transaction.

2. Minimize manual error, accelerate cash flow cycles, ensure regulatory compliance, and provide immediate proof of purchase to pet owners.

3. Improve finance transparency, facilitate record-keeping, and enable seamless payment follow-up or reporting.

Trigger Conditions

1. Invoice marked as complete or due in the PMS or billing system.

2. Payment submission detected via online gateway, card reader, bank transfer, or mobile app.

3. Manual staff initiation for off-cycle or bulk billing reconciliation.

4. New appointment or discharge triggers an outstanding balance review.

Platform Variants

1. Stripe

• Function: Payment Intent API ('/v1/payment_intents') — configure webhook for 'payment_intent.succeeded'.
• Receipt: Customer Email Receipt Setting — enable automatic receipt email on successful payment.

2. Square

• Feature: Payments API (CreatePayment) and Webhooks — activate payment notification triggers.
• Receipt: Send Digital Receipt (customer_email parameter) on payment event.

3. PayPal

• Function: Payments REST API ('/v2/checkout/orders') and Webhook Events ('CHECKOUT.ORDER.APPROVED').
• Receipt: Enable 'send_receipt' parameter in order or via REST call.

4. QuickBooks Online

• Feature: Payment API — configure for payment status events.
• Receipt: Email Receipt Feature — activate in 'Sales' preferences.

5. Xero

• Setting: Payments Endpoint (POST /payments).
• Receipt: Enable 'Send Receipt' option in Template settings upon payment.

6. Zoho Books

• API: Payments Create (POST /customerpayments).
• Receipt: Enable Auto-Send while creating payment/receipt template.

7. Authorize.Net

• Function: Transaction Reporting API.
• Receipt: Email Receipt Configuration per merchant customer profile.

8. Braintree

• API: Transaction Sale Webhook.
• Receipt: Implement Braintree Gateway.send_receipt().

9. Worldpay

• Setting: Payment Notification API event.
• Receipt: Activate Automatic Email Receipts in merchant portal.

10. Adyen

• Endpoint: /payments and /payments/details.
• Receipt: Configure 'shopperEmail' with automatic receipt dispatch enabled.

11. FreshBooks

• Endpoint: Payments API.
• Receipt: Enable Receipt in 'Payment Notification' template settings.

12. Sage Intacct

• Function: 'create_customerpayment' API call.
• Receipt: Email trigger via Smart Event after payment entry.

13. Venmo for Business

• Webhook: Payment Received Notification.
• Receipt: Set up auto-response email integration post-payment.

14. Google Pay

• Tokenization API & Transaction Notification API.
• Receipt: Integrate receipts via additional email service after payment confirmation.

15. Apple Pay

• In-app Payment SDK and Server-side validation API.
• Receipt: Use email trigger from back-office service post-payment.

16. Wave

• Endpoint: Payments/Transactions Webhook.
• Receipt: Automatic receipt dispatch enabled in notification settings.

17. DocuSign Payments

• Feature: Embedded Payments.
• Receipt: Enable Email Notification to recipient on payment completion.

18. Mollie

• API: Payments webhook.
• Receipt: Configure customer receipt in dashboard's communication settings.

19. GoCardless

• Webhook: Payment Confirmed Event.
• Receipt: Enable confirmation emails via Payment Receipt toggle.

20. Recurly

• Setting: Transaction Success Webhook.
• Receipt: Automate based on 'send_receipt_email' field in Billing settings.

Benefits

1. Reduces manual labor, shortens payment processing time, and lowers administrative costs.

2. Ensures accuracy and consistency in financial documentation for regulatory audits.

3. Improves client satisfaction with immediate automated receipts.

4. Enables seamless financial record-keeping and integration with accounting/reporting tools.

5. Supports multi-channel payment acceptance and modern client expectations.