Invoicing & PaymentsPurpose
Trigger Conditions
2.2. Bank transaction matching invoice automatically detected.
2.3. Credit card payment succeeds via payment processor.
2.4. Manual entry of payment triggers automated receipt workflow.
2.5. Mobile payment confirmation (e.g., Stripe Terminal, Square Reader).
2.6. Online portal payment submission.
2.7. Recurring subscription or retainer payment.
2.8. Customer selects “Request Receipt” in client dashboard.
Platform variants
3.1. QuickBooks Online
• Feature/Setting: Configure “Sales Receipt” automation; map payment-event webhook to automatic customer email.
3.2. Xero
• Feature/Setting: Enable “Payment Received” triggers in Xero API to send automated receipts to customer email on payment confirmation.
3.3. FreshBooks
• Feature/Setting: Activate “Auto-Send Payment Receipt” in Expense settings; use FreshBooks API `payments.create` event webhook.
3.4. Stripe
• Feature/Setting: Stripe Dashboard > Receipts settings; `checkout.session.completed` webhooks trigger automated receipt email.
3.5. Square
• Feature/Setting: Enable “Automatic Digital Receipts” in Square Dashboard; configure the “Transaction.created” webhook.
3.6. PayPal
• Feature/Setting: PayPal IPN (Instant Payment Notification) to trigger `payment_received` email automation routine.
3.7. Zoho Books
• Feature/Setting: Workflow rule on “Payment Received”; automate “Send Receipt” via Zoho API or built-in workflows.
3.8. Wave
• Feature/Setting: Toggle “Send receipts automatically”; Wave API `payment_created` endpoint triggers email.
3.9. Sage Business Cloud
• Feature/Setting: Enable “Auto Acknowledge Receipt” in payment settings; use Sage API payment_received trigger.
3.10. SAP Business One
• Feature/Setting: Configure B1if workflow for “Receipting” object; automated email via SMTP on receipt generation.
3.11. Oracle NetSuite
• Feature/Setting: Set user-defined workflow on “Customer Payment”; enable “Email Client Receipt” automation.
3.12. Microsoft Dynamics 365
• Feature/Setting: Power Automate flow with “When a payment is posted” trigger, automate PDF receipt dispatch.
3.13. Freshdesk
• Feature/Setting: Automate ticket creation with receipt document on “Payment Received” via Freshdesk API trigger.
3.14. Twilio (SMS)
• Feature/Setting: API: `messages.create`; automate sending text message receipt with payment confirmation details.
3.15. SendGrid
• Feature/Setting: Configure Automation > Transactional Email flow; API: `mail/send`; automate PDF receipt delivery.
3.16. Gmail
• Feature/Setting: Google Apps Script with automated receipt email on Gmail API event; use label-based automation trigger.
3.17. Outlook (Microsoft 365)
• Feature/Setting: Power Automate trigger from “Payment Received”; automate sending receipt template email.
3.18. Mailgun
• Feature/Setting: Use Mailgun API `messages.send`; configure webhook trigger for automated receipt dispatch.
3.19. Slack
• Feature/Setting: Slack API to post receipt notification to client channel; automate with custom app on payment event.
3.20. HubSpot
• Feature/Setting: Workflow automation in Deals or Payments; use HubSpot API to send receipt email on deal/payment closure.
3.21. Salesforce
• Feature/Setting: Process Builder/Flow on “Payment Received” object; automate outbound receipt via Salesforce Email Alerts.
4. Benefits
4.2. Automates client communication and reduces manual errors.
4.3. Automates compliance with regulatory and tax documentation needs.
4.4. Reinforces brand trust with timely, automated receipts.
4.5. Automates follow-up workflows by marking invoices as settled promptly.
4.6. Enables teams to focus on arborist work, not admin—drives scaling.
4.7. Data instantly available for analytics by automating entry into accounting systems.