Digital invoice and receipt delivery to customers and drivers

Purpose

1. Automate digital invoice and receipt delivery for every completed auto rickshaw service, ensuring both customers and drivers receive transaction records in real-time, reducing manual paperwork, enhancing transparency, and supporting audit compliance.

2. Automates end-to-end financial documentation, empowering seamless finance and payment operations in the rickshaw stand domain.

3. Automated notifications and record-keeping enable faster reconciliation, minimizing disputes and enhancing trust among stakeholders.

Trigger Conditions

1. Triggered automatically upon fare settlement or trip completion event registered in the booking system.

2. Automated trigger when a payment confirmation (cashless or cash) is logged.

3. Manual override trigger optionally available for non-digital fare closure.

4. Automation initiates on driver/customer feedback or dispute resolution status update.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate sending SMS using Programmable Messaging; Configure with transaction data as dynamic SMS content.
  

2. SendGrid

• Feature/Setting: Automate transactional emails by integrating Send Email API with PDF invoice/receipt as attachment.
  

3. WhatsApp Business API

• Feature/Setting: Automate WhatsApp delivery using Template Messages with invoice details; configure sender ID and pre-approved templates.
  

4. Gmail API

• Feature/Setting: Automate email dispatch using Gmail’s send endpoint; use MIME-type for PDF or HTML invoice payload.
  

5. Razorpay

• Feature/Setting: Automate payment gateway webhook for invoice generation and use Invoice API for automatic customer delivery.
  

6. QuickBooks Online

• Feature/Setting: Automate invoice creation through CreateInvoice endpoint and configure EmailInvoice action for instant dispatch.
  

7. Zoho Books

• Feature/Setting: Automate recurring invoice module; set Workflow Rules on invoice creation for auto-sending emails.
  

8. PayPal Invoicing

• Feature/Setting: Automate invoice.Send API for emailing receipts once payment is received or trip completion webhook triggers.
  

9. DocuSign

• Feature/Setting: Automate document delivery using Envelope API with customized invoice templates; recipient mapping to customer/driver.
  

10. Salesforce

• Feature/Setting: Automate process builder to trigger outbound messages or emails upon ‘Trip Closed’ or ‘Payment Received’ event.
  

11. Microsoft Power Automate

• Feature/Setting: Automate invoice/receipt workflow by configuring triggers on booking closure and outcomes as multi-channel notifications.
  

12. FreshBooks

• Feature/Setting: Automate invoice creation/send via Automated Recurring Invoices API endpoint after mapped trip conditions.
  

13. Stripe

• Feature/Setting: Automate Stripe Invoicing API initiate/send using webhooks on payment intent success for both parties.
  

14. Slack

• Feature/Setting: Automate direct notification with file upload via Slack Bot API for receipts to driver/customer channels.
  

15. Mailgun

• Feature/Setting: Automate transactional email via HTTP API with PDF receipts as attachments; dynamic personalization for each user.
  

16. Pabbly Connect

• Feature/Setting: Automate multi-app workflows for invoice generation and delivery by mapping trigger - payment closed to Gmail/WhatsApp.
  

17. SAP Concur

• Feature/Setting: Automate expense and invoice distribution using the Invoice Management API, automate delivery configuration.
  

18. Xero

• Feature/Setting: Automate invoice Send endpoint, link to trip closure status, automate dispatch to predefined customer/driver contacts.
  

19. Intercom

• Feature/Setting: Automate in-app message/push notification with reviewed trip receipt or invoice PDF to registered app users.
  

20. OneSignal

• Feature/Setting: Automate push notification with secure invoice/receipt download links post-trip event.
  

21. Dropbox API

• Feature/Setting: Automate uploading PDF invoice/receipt and sharing link via SMS/Email using automated folders for each party.
  

Benefits

1. Automated efficiency eliminates manual errors in financial documents.

2. Automating customer/driver notifications supports ESG and paperless objectives.

3. Automation reduces costs linked to manual processing and archiving.

4. Automatedly boosts satisfaction via real-time transparent communication.

5. Automator systems improve compliance readiness and audit trails for rickshaw stands.

6. Automatable workflows unburden staff, letting them focus on core roadside service operations.

7. Automating document delivery elevates professional image and trust for corporate roadside services.