Customer notification of payment received

Purpose

1.1. Ensure customers promptly receive confirmation when payments for services or invoices related to aluminum welding are received.
1.2. Automate acknowledgment to provide a professional experience, reduce manual workload, enhance financial transparency, and build trust with clients.
1.3. Minimize payment disputes and accelerate communication cycles in financial management within aluminum welding services.

Trigger Conditions

2.1. Payment transaction marked as completed in accounting or invoicing software.
2.2. Change of invoice status to “paid” or “partially paid.”
2.3. Bank account or payment gateway receives payment corresponding to a tracked invoice or customer record.

Platform Variants

3.1. Stripe
• Feature/Setting: Webhook event “invoice.payment_succeeded”; configure to call notification workflow with customer info and payment details.

3.2. PayPal
• Feature/Setting: IPN (Instant Payment Notification) with “Payment Completed” status; direct to notification system.

3.3. QuickBooks Online
• Feature/Setting: API event trigger “Invoice Paid”; configure webhook to send customer contact data and paid amount.

3.4. Xero
• Feature/Setting: “Invoice Paid” webhook; setup API endpoint to transmit customer email or mobile for notification.

3.5. FreshBooks
• Feature/Setting: Webhook on “Payment Created”; customer info pushed to notification logic.

3.6. Zoho Books
• Feature/Setting: Automation “On Payment Received”; invoke action to call custom function for notification.

3.7. Square
• Feature/Setting: Payment Event webhook “payment.updated” with “paid” status; configure connection to outgoing notification flow.

3.8. Sage Intacct
• Feature/Setting: API or notification on “AR Invoice Payment Posted”; direct integration to messaging system.

3.9. Wave
• Feature/Setting: Zapier integration “New Payment”; pass customer contact to notification routine.

3.10. Microsoft Dynamics 365 Business Central
• Feature/Setting: “When a payment is posted” trigger; API workflow to external notification endpoints.

3.11. SAP Business One
• Feature/Setting: B1 Integration Hub event “Payment Received”; configure alert notification logic.

3.12. Twilio SMS
• Feature/Setting: API “SendMessage”; use customer mobile number with payment reference in message body.

3.13. SendGrid
• Feature/Setting: “Send Email” API; template with dynamic fields for payment amount, customer name, invoice ID.

3.14. Mailgun
• Feature/Setting: SMTP/API “Send Email”; structured email with payment details using templating.

3.15. Pusher Beams
• Feature/Setting: “Publish Notification” API; real-time push notification to client’s mobile app.

3.16. Slack
• Feature/Setting: “chat.postMessage” API; notify dedicated customer channel with payment confirmation.

3.17. Microsoft Teams
• Feature/Setting: “Send message in channel” via Graph API; deliver payment confirmation to client workspace.

3.18. WhatsApp Business API
• Feature/Setting: “messages” endpoint; dispatch payment received template with relevant invoice info.

3.19. HubSpot
• Feature/Setting: Workflow automation on “Payment received” property update; trigger email/SMS to customer.

3.20. ActiveCampaign
• Feature/Setting: “Deals” automation triggering message when payment status changes to “Closed Won.”

3.21. Klaviyo
• Feature/Setting: Event-based flow “On Payment Received”; send transactional message to customer.

3.22. Intercom
• Feature/Setting: Triggered message via API when custom attribute “payment_received” is set.

Benefits

4.1. Enhances customer experience with timely financial communication.
4.2. Frees up staff from repetitive messaging tasks.
4.3. Reduces errors and potential for missed notifications.
4.4. Strengthens professional image in aluminum welding services.
4.5. Supports compliance and documentation by creating an audit trail of all notifications.