Automated receipts and statement generation for tenants

Purpose

 1.1. Automate the generation and delivery of receipts and financial statements to tenants for rent payments, deposits, and monthly billing activities.
 1.2. Ensure timely, error-free, and compliant documentation for all transactions, enhancing transparency and administrative efficiency.
 1.3. Centralize records for future reference, audits, and dispute resolution across all corporate-managed apartment units.
 1.4. Enable scalable workflow to accommodate variable tenant volumes and payment schedules, reducing staff workload.

Trigger Conditions

 2.1. Successful receipt of tenant payment from gateway or bank integration.
 2.2. Monthly scheduled billing cycle or invoice issuance date.
 2.3. Request from tenant via portal, email, or support ticket.
 2.4. Lease commencement or predefined milestone events.
 2.5. Receipt of confirmation from payment reconciliation process.

Platform Variants

 3.1. DocuSign
 • API: Envelopes:create — Auto-generate and securely deliver signed receipts/statements.

 3.2. Adobe Sign
 • Feature: Agreement Automation — Configure auto-generation post-payment webhook.

 3.3. QuickBooks Online
 • Endpoint: /sendInvoice — Trigger invoice/receipt email to tenant upon payment received.

 3.4. Xero
 • Endpoint: POST /Receipts — Create, PDF, and email receipts to tenants instantly.

 3.5. Zoho Books
 • API: customerpayments/receipt — Auto-send payment acknowledgment and receipt.

 3.6. Salesforce
 • Process Builder: Email Alert on Payment — Schedule statement batch emails.

 3.7. Stripe
 • API: events.invoice.payment_succeeded — Attach receipt URL and auto-send.

 3.8. PayPal
 • Webhook: PAYMENT.SALE.COMPLETED — Generate and email PDF receipts.

 3.9. Mailgun
 • API: /messages — Dispatch customized receipts/statements as transactional emails.

 3.10. SendGrid
 • API: mail/send — Send receipts/statements as HTML/PDF attachments.

 3.11. Google Drive
 • API: files.create — Store generated receipts/statements and share download links.

 3.12. Dropbox
 • API: /files/upload — Archive generated PDFs, share via tenant portal links.

 3.13. Microsoft Power Automate
 • Flow: Recurrence Trigger + PDF Action — Generate and email monthly statements.

 3.14. Slack
 • API: chat.postMessage — Send receipt links to tenant-specific DM or channel.

 3.15. Twilio SMS
 • API: messages.create — Notify tenants with secure receipt download URLs via SMS.

 3.16. WhatsApp Business API
 • Endpoint: /v1/messages — Automatically send attached receipts or payment confirmations.

 3.17. Monday.com
 • Automation: When status/payment complete, email attached receipt to tenant.

 3.18. HubSpot Workflows
 • Trigger: Payment stage change — Auto-email generated statements.

 3.19. Zapier
 • Action: Formatter + PDF Generator + Gmail — Sequence for statement creation and delivery.

 3.20. AWS Lambda
 • Trigger: Payment Event — Scripted workflow for PDF receipts and email distribution.

Benefits

 4.1. Eliminates manual errors and speeds up tenant communication.
 4.2. Strengthens record-keeping and compliance for audits or legal queries.
 4.3. Enhances tenant experience through timely, accurate documentation.
 4.4. Scalable for buildings of any size; reduces administrative staffing needs.
 4.5. Central location for all receipts/statements with clear traceability.