Receipts sent automatically after payment

Purpose

1. Automates sending digital receipts to clients immediately upon successful payment confirmation, ensuring compliance, transparency, improved client experience, reduced manual workload for practitioners, and streamlined record-keeping in clinics specializing in acupuncture and alternative medicine.

Trigger Conditions

1. Payment transaction status updated to "Success" or "Completed."

2. New payment record created in POS or billing software.

3. Payment confirmation received from online gateway or bank API.

Platform Variants

1. Stripe

• Event: `checkout.session.completed` webhook triggers receipt email via Invoice API.
  

2. Square

• Feature: Enable “Automatic Receipt Sending” in POS settings or use Payments API with receipt email flag.
  

3. PayPal

• Setting: Instant Payment Notification (IPN) triggers receipt via “Send Invoice” API.
  

4. QuickBooks Online

• Method: Payments API triggers “Send Receipt” template on transaction completion.
  

5. Xero

• Feature: “Email Receipt” flag within the Invoices endpoint in Xero API post-payment.
  

6. Clover

• Setting: POS settings → Enable “Digital Receipts.” API: `orders.closeOrder` event triggers email.
  

7. Shopify

• Trigger: “Order Paid” webhook; Email Settings for automatic customer receipt.
  

8. Zoho Books

• Workflow: Payment Received event triggers “Send Thank You & Receipt” automation.
  

9. FreshBooks

• Feature: Enable “Auto-Send Email Receipt” on payment confirmation in Invoice module.
  

10. Wave

• Setting: Automatic receipt email toggle in Payment Settings, or use Payments API.
  

11. SquareSpace Commerce

• Feature: “Order Confirmation Email” triggers automatically when payment processed.
  

12. Lightspeed

• Setting: Electronic Receipts toggle in Register Settings; API: `sales.create` triggers email.
  

13. WooCommerce

• Event: “Completed Payment”; configure Automatic “Order Receipt” email in Email Settings.
  

14. Toast POS

• Setting: Enable “E-Receipt on Close” in Receipt Preferences, or use Receipt API POST.
  

15. GoCardless

• Event: “Payment Confirmed” webhook; trigger Receipt Email using Notification API.
  

16. Authorize.Net

• Feature: Transaction Receipt Email enabled via “Merchant Interface” or via Transaction Reporting API.
  

17. SAP Concur

• Setting: “Auto-Send Receipt to Employee” on Expense Approval, API endpoint for receipt delivery.
  

18. Chargebee

• Trigger: “Payment Succeeded” webhook; Notification Settings for customer receipt.
  

19. Intuit Payments

• Setting: Auto-send receipt option in Merchant Account, Payments API receipt email property.
  

20. Sage Business Cloud Accounting

• Setting: Enable “Email Receipts to Customers” under payment settings or via Invoice API.
  

Benefits

1. Ensures immediate compliance with regulatory requirements for payment acknowledgment.

2. Reduces human error by automating receipt generation and delivery.

3. Enhances patient experience with instant, professional communication.

4. Frees up practitioner and staff time for core healthcare tasks.

5. Integrates seamlessly with digital practice management workflows.