Payment receipt generation and sending

Purpose

1.1. Automate generation and sending of payment receipts for every completed transaction, reducing manual labor and ensuring financial accuracy.
1.2. Automates email and digital receipt delivery direct to clients, instantly confirming payment, reinforcing trust, and accelerating reporting.
1.3. Automatedly attaches PDFs, receipts, or formatted confirmations, and logs each event for compliance and accounting.
1.4. Centralizes receipt automation for wholesale plastic products, scaling with high-volume B2B transactions.

Trigger Conditions

2.1. Automated trigger when payment status updates to “completed” in ERP or financial system.
2.2. Automate upon confirmation from integrated payment gateway (e.g., Stripe, PayPal, Square).
2.3. Automator activates on creation of new sales invoice marked as paid in CRM/accounting suite.
2.4. Automating receipt sending after POS terminal closes daily batch settlement.

Platform Variants

3.1. Stripe
• Feature/Setting: Automate "payment_intent.succeeded" webhook; configure endpoint to fetch payment data and auto-generate receipts.
3.2. PayPal
• Feature/Setting: Use "Sale completed" webhook and automate receipt PDF creation via REST API.
3.3. Square
• Feature/Setting: Automating "payment.created" event with API link to PDF receipt service; email receipt.
3.4. QuickBooks Online
• Feature/Setting: Automatable "Invoice Paid" trigger via Automation Event API to email customized receipts.
3.5. Xero
• Feature/Setting: Use "Invoice marked as paid" event, automating attachment of receipts using Xero API.
3.6. FreshBooks
• Feature/Setting: Initiate automation on "Payment entry" event; employ its email-merge service for receipts.
3.7. Zoho Books
• Feature/Setting: Automate workflows with “Payment made” trigger, sending out HTML/PDF receipts.
3.8. SAP
• Feature/Setting: Configure automatic output of payment documents via Output Management with automated email or EDI.
3.9. Oracle NetSuite
• Feature/Setting: Automate “Customer Payment” record creation, auto-generate PDF, email via SuiteScript.
3.10. Microsoft Dynamics 365
• Feature/Setting: Use Power Automate to trigger on “Payment Received” entry, automate PDF compile and email.
3.11. QuickFile
• Feature/Setting: API-based “Payment Received” webhook, automate digital receipt dispatch to contacts.
3.12. Wave
• Feature/Setting: Automate “Payment received” trigger, configure email PDF plugin.
3.13. Sage Business Cloud
• Feature/Setting: Automate on “Invoice payment” recorded, send receipt via built-in mail service.
3.14. Odoo
• Feature/Setting: Use "Payment Posted" event; automate PDF generation and email flow.
3.15. Bill.com
• Feature/Setting: Automates “Payment processed” event, configure email template and recipient.
3.16. Intuit Payment
• Feature/Setting: Use “Payment Event Notification” webhook, automate sending receipt by email.
3.17. Shopify
• Feature/Setting: Automate “Order paid” webhook, email receipt via automator app integration.
3.18. Magento
• Feature/Setting: Trigger automation from “payment completed” event, send dynamic receipt email using API.
3.19. WooCommerce
• Feature/Setting: Automate “Order paid” hook, employ email sending plugin for receipts.
3.20. Braintree
• Feature/Setting: Automate on “Transaction settled” event via webhooks, PDF email integration for automated receipts.

Benefits

4.1. Automates repetitive finance tasks, lowering errors and manual workload.
4.2. Automated receipt delivery accelerates customer communication, improves cash flow tracking.
4.3. Enhances customer trust through prompt automated receipt confirmation.
4.4. Ensures compliance via audit logs of all automated receipt activity.
4.5. Scales seamlessly for high-volume wholesale plastic suppliers with automatable workflows.