Digital receipt delivery to customers

Purpose

1.1. Ensure every antique furniture store sale results in instant, digital proof of purchase (receipt) to customers.
1.2. Enhance customer experience with electronic documentation.
1.3. Support returns, warranty, tax, loss/theft, and insurance claims with easily accessible receipts.
1.4. Minimize manual paperwork handling and errors during order fulfillment.
1.5. Enable digital record keeping and analytics for sales audits and CRM.

Trigger Conditions

2.1. New completed order in POS or e-commerce platform.
2.2. Payment confirmation received.
2.3. Shipment/distribution event (optional secondary trigger).
2.4. Manual trigger by staff for instore/phone sales.
2.5. Requested resend of previous receipt.

Platform Variants

3.1. Shopify
• Function: Order API — On "order paid" event, trigger automated email with receipt link.

3.2. WooCommerce
• Feature: Webhook trigger on "Order Completed" — Send digital receipt email to billing address.

3.3. Square
• Setting: POS “Digital Receipt” toggle — Auto-email or SMS from Square account after each sale.

3.4. Stripe
• API: “Send Receipt” parameter at payment confirmation.

3.5. Lightspeed Retail
• API: Sale Create Webhook — Notify external service to e-mail PDF receipt.

3.6. QuickBooks Commerce
• Setting: Invoice Email Automation in Sales workflow.

3.7. Revel Systems
• Feature: Digital receipts via customer’s profile (email/SMS set at checkout).

3.8. Vend (now Lightspeed POS)
• Webhook: “Sale Created” — JSON payload to receipt delivery workflow.

3.9. Mailgun
• API: “messages/send” — Compose and send receipt as a branded HTML email.

3.10. SendGrid
• API: “Mail Send” endpoint — Attach receipt PDF or insert order summary in body.

3.11. Postmark
• Feature: Transactional Email Send — Embed receipt details into pre-designed template.

3.12. Twilio SMS
• API: “Messages” — Deliver receipt download link via SMS after checkout.

3.13. WhatsApp Business API
• Function: Send document message containing digital receipt PDF to customer number.

3.14. Klaviyo
• Trigger: New Order Flow for purchase event — Send personalized receipt campaign.

3.15. Zapier
• Feature: Shopify/WooCommerce/New Sale → Gmail/Outlook — Auto-generate and send email receipts.

3.16. Outlook
• Add-in rule: When new sale is completed, auto-compose and dispatch receipt email.

3.17. Google Cloud Functions
• Trigger: HTTP webhook — Generate and email digital receipt upon data input from order system.

3.18. Airslate
• Bot: Incoming sale data triggers “Send Document” module with digital receipt to customer email.

3.19. DocuSend
• API: Document Delivery — Push PDF receipt to customer’s e-mail address per transaction.

3.20. Freshbooks
• Feature: Automatic invoice email upon payment completion within the order flow.

3.21. HubSpot
• Workflow trigger: Deal won → Auto-send receipt with order summary from CRM.

3.22. Salesforce
• Process Builder: Closed/Won Opportunity triggers receipt delivery via email template.

3.23. Magento
• Configuration: Sales > Invoice > Send email automatically on payment capture.

3.24. Microsoft Power Automate
• Flow: “When a new sale is recorded” → “Send email with PDF receipt” using Outlook/Gmail/Third-party.

3.25. Zoho Books
• Function: “Auto-email customer upon payment” enabled in account settings.

Benefits

4.1. Immediate, error-free receipt delivery enhances customer trust.
4.2. Reduces paper usage and manual staff workload.
4.3. Integrates seamlessly with digital record keeping.
4.4. Supports easy customer returns and faster service.
4.5. Provides valuable sales analytics and improved compliance.