Invoicing & Payment CollectionPurpose
1.2. Ensure the receipt contains itemized charges, payment confirmation, tax/VAT lines, service provider details, and is delivered instantly to the customer via email, SMS, or digital portal.
1.3. Guarantee audit-readiness and reduced manual labor for compliance and customer service follow-up.
1.4. Integrate with accounting, CRM, notification, and file storage platforms for seamless workflow continuity.
Trigger Conditions
2.2. Invoice status updates to “Paid” in invoicing or ERP systems.
2.3. Webhook or event signal from a third-party payment processor or eCommerce module.
2.4. Manual trigger in service portal after field technician collects payment.
Platform Variants
• Feature/Setting: Configure “Checkout Session Completed” webhook; retrieve payment specifics from the event object.
3.2. PayPal
• Feature/Setting: “PAYMENT.SALE.COMPLETED” webhook; extract transaction and payer info for receipt generation.
3.3. Square
• Feature/Setting: “Payment Updated” webhook with status=COMPLETED; access transaction endpoint for details.
3.4. QuickBooks Online
• Feature/Setting: “Create Sales Receipt” API; map invoice/payment object to trigger receipt creation.
3.5. Xero
• Feature/Setting: “Invoice Paid” event; fetch invoice and trigger email receipt via connected apps.
3.6. Zoho Books
• Feature/Setting: “Payment Received” webhook; send receipt using “Send Payment Acknowledgement” API.
3.7. FreshBooks
• Feature/Setting: “Payment Created” trigger; configure “Send Receipt” API to client email.
3.8. SAP Business One
• Feature/Setting: B1 Integration Framework; payment event triggers electronic receipt document.
3.9. Oracle NetSuite
• Feature/Setting: “Customer Payment” record creation; use SuiteScript or REST API to generate/send receipt.
3.10. Microsoft Dynamics 365
• Feature/Setting: Power Automate flow on “Invoice Settled” event; generate PDF receipt, send via Outlook connector.
3.11. Salesforce
• Feature/Setting: Payment completion via Salesforce Billing; “Apex Trigger” fires email receipt with data merge fields.
3.12. Shopify
• Feature/Setting: “Order Paid” webhook; script to compile transaction and send receipt to customer email.
3.13. WooCommerce
• Feature/Setting: “woocommerce_order_status_completed” hook; auto-email receipt via WooCommerce Mailer.
3.14. Magento
• Feature/Setting: “sales_order_invoice_pay” event observer; trigger receipt PDF generation and email dispatch.
3.15. Bill.com
• Feature/Setting: “Payment Processed” webhook; use API to send remittance and receipt to vendor/client.
3.16. Braintree
• Feature/Setting: “Transaction Settled” webhook; leverage Transaction API for receipt content, push to client.
3.17. Razorpay
• Feature/Setting: “Payment Captured” webhook; send receipt via “Invoices API” or custom email templates.
3.18. Mollie
• Feature/Setting: “Payment Paid” webhook; configure to trigger email/SMS with receipt link.
3.19. Twilio SendGrid
• Feature/Setting: “Mail Send” API; dynamically build and deliver HTML/PDF receipt upon payment data capture.
3.20. Slack
• Feature/Setting: Slack API Incoming Webhook; notify internal channels with receipt issuance confirmation.
3.21. Google Drive
• Feature/Setting: “Upload File” API; archive generated PDF receipts in customer folders for compliance.
3.22. DocuSign
• Feature/Setting: “Envelope Sent” webhook; attach receipt for customer documentation and e-sign capture.
Benefits
4.2. Accelerates customer communication and improves satisfaction/brand trust.
4.3. Reduces compliance and audit risks via digital records.
4.4. Integrates seamlessly with CRM, payment, storage, and communication stacks for end-to-end visibility.
4.5. Frees up staff by eliminating repetitive manual entry and receipt dispatch.