Customer payment receipt automation

Purpose

 1.1. Automatically generate, personalize, and deliver customer payment receipts upon successful payment for antenna service projects.
 1.2. Eliminate manual receipt processing, reduce errors, and improve client experience within finance operations specific to rigging and aerial system installations.
 1.3. Seamlessly notify customers through preferred channels (email/SMS/portal), archive receipts, and sync records with internal systems.
 1.4. Ensure compliance with local regulatory requirements for documentation and data retention.

Trigger Conditions

 2.1. Receipt of payment confirmation from payment gateway or bank.
 2.2. Change of invoice status from ‘Unpaid’ to ‘Paid’ within financial or ERP system.
 2.3. API webhook or direct notification from POS or online payment processor confirming transaction success.

Platform Variants

 3.1. Stripe
  • Feature/Setting: ‘Payment Intent Succeeded’ webhook triggers.
  • Configuration: Register webhook, set URL to endpoint; enable ‘receipt_email’ automation.

 3.2. PayPal
  • Feature/Setting: ‘Payment Completed’ IPN or Webhook.
  • Configuration: Enable IPN/webhook in dashboard; forward event payload.

 3.3. QuickBooks Online
  • Feature/Setting: ‘Invoice Paid’ event API.
  • Configuration: OAuth2 API access, subscribe to payment event.

 3.4. Xero
  • Feature/Setting: ‘Payments’ webhook.
  • Configuration: Register webhook endpoint, enable invoice receipt PDFs in settings.

 3.5. Square
  • Feature/Setting: ‘Payment Updated’ webhook.
  • Configuration: Create webhook subscription for PAID status; direct output to receipt generation flow.

 3.6. Zoho Books
  • Feature/Setting: Automation Rule on payment received.
  • Configuration: Rule triggers custom function or webhook for receipt processing.

 3.7. FreshBooks
  • Feature/Setting: Payment Notification event API.
  • Configuration: API callback on paid event; auto-email receipt using templates.

 3.8. Sage Intacct
  • Feature/Setting: Smart Events on customer payment.
  • Configuration: Enable event; trigger receipt script via API.

 3.9. SAP Business One
  • Feature/Setting: Paid Invoice Event in Service Layer API.
  • Configuration: Scripted or API-based workflow for email/PDF receipt.

 3.10. Microsoft Dynamics 365
  • Feature/Setting: Power Automate flow on ‘Invoice Paid’ signal.
  • Configuration: Flow triggers receipt generation using built-in templates.

 3.11. Oracle NetSuite
  • Feature/Setting: SuiteScript/post-transaction workflow.
  • Configuration: Script triggers receipt document creation and sends.

 3.12. HubSpot Payments
  • Feature/Setting: Workflow automation on payment.
  • Configuration: Payment trigger, connect to email template for receipt.

 3.13. Salesforce
  • Feature/Setting: Process Builder/Flow on Payment object.
  • Configuration: Automation triggers email/PDF receipt.

 3.14. Mollie
  • Feature/Setting: Payment webhook endpoint.
  • Configuration: Payment succeeded event POSTs; trigger external script/PDF generator.

 3.15. Wave
  • Feature/Setting: Payment confirmation notification email.
  • Configuration: Customize confirmation template; auto-forward copies to records.

 3.16. SendGrid
  • Feature/Setting: API/SMTP relay for email sending.
  • Configuration: REST API POST to send receipt to customer email.

 3.17. Twilio
  • Feature/Setting: SMS API for payment notifications.
  • Configuration: Trigger SMS with receipt info on payment confirmation.

 3.18. DocuSign
  • Feature/Setting: Envelope automation with receipt attachment.
  • Configuration: Receipt auto-sent via email using template on payment event.

 3.19. Dropbox (or Google Drive)
  • Feature/Setting: API upload of receipts for customer access.
  • Configuration: Automated upload of PDF receipt to shared folder.

 3.20. Slack
  • Feature/Setting: Webhook/API alert.
  • Configuration: Post confirmation/receipt PDF link to dedicated customer or internal channel.

 3.21. Gmail/Outlook
  • Feature/Setting: Automated email distribution using SMTP or add-ons.
  • Configuration: Triggered email with receipt attachment from finance email.

 3.22. Monday.com
  • Feature/Setting: Automation on status change in payment tracking board.
  • Configuration: Paid status triggers receipt file upload/notification.

 3.23. Airtable
  • Feature/Setting: Script block on payment field update.
  • Configuration: Calls receipt email API when payment column updated.

Benefits

 4.1. Reduce manual intervention, minimize human error in finance workflow.
 4.2. Instant, reliable delivery of receipts to customers through preferred channel.
 4.3. Enhance regulatory compliance, archiving, and audit readiness.
 4.4. Improve customer satisfaction with prompt billing communications.
 4.5. Enable seamless, cross-system syncing for financial transparency and reporting.