Digital receipts and invoice generation

Purpose

1 Automate the creation and delivery of digital receipts and invoices for every customer order in American restaurants.

2 Ensure regulatory compliance, tax reporting, and efficient customer service by generating, archiving, and sending digital proof of transactions.

3 Integrate order data with accounting, CRM, and loyalty programs for streamlined billing, customer engagement, and analytics.

4 Reduce paper usage, labor costs, and errors related to manual receipt/invoice generation within the order processing and payment workflow.

Trigger Conditions

1 New order completed and payment received in POS system.

2 Customer requests digital receipt at checkout.

3 Invoice required for large/catered orders.

4 End-of-day batching for unpaid or tab-based orders.

5 Integration with mobile app takeaway or delivery order event.

Platform Variants

1 Square POS

• Feature/Setting: Webhook for “Order Paid” event triggers receipt generation; configure Receipt API to send digital or PDF receipts to customer email/SMS.
  

2 Toast POS

• Feature/Setting: “Receipt Delivery” API; set up triggers for order payment and configure customer messaging channel (email/SMS).
  

3 Lightspeed

• Feature/Setting: API “createReceipt” on transaction completion; set destination (cloud archive, customer email).
  

4 Clover

• Feature/Setting: Payments API for transaction verification, then use Receipts endpoint to send digital copy.
  

5 Shopify POS

• Feature/Setting: Admin API “order/create” webhooks configured for digital invoice via third-party apps or Shopify’s Email/SMS.
  

6 Oracle MICROS

• Feature/Setting: Simphony Web API triggers on payment event, initiating invoice PDF generator, with email plugin.
  

7 Toast Tab

• Feature/Setting: “paidOrder” event through API initiates digital receipt via customer’s preferred channel.
  

8 Square Invoices

• Feature/Setting: Use “CreateInvoice” endpoint when catering order is submitted; integrates with payment confirmation.
  

9 PayPal Invoicing

• Feature/Setting: REST v2 “Create Invoice” API for online order payments; customer receives email on confirmation.
  

10 Stripe

• Feature/Setting: “checkout.session.completed” webhook generates and sends branded receipt through Stripe’s Receipts API.
  

11 QuickBooks Online

• Feature/Setting: “Sales Receipt” API auto-generates digital proof after order entry; set customer delivery preference.
  

12 Xero

• Feature/Setting: “Invoices” endpoint populates with order data, PDF sent by Xero to provided email.
  

13 FreshBooks

• Feature/Setting: Event-based “create_invoice” triggers on billable event, sends digital invoice via email.
  

14 Zoho Books

• Feature/Setting: API “Invoice.Send” upon new sale or online order entry; supports PDF, email, and SMS.
  

15 SendGrid

• Feature/Setting: API for automated transactional email with PDF/HTML receipt template attachment after POS payment event.
  

16 Twilio SMS

• Feature/Setting: Use Programmable Messaging API to text receipt link or code after payment confirmation.
  

17 DocuSign

• Feature/Setting: “Envelope Create” API used for eSignatures on large orders with digital invoice sent for review/approval.
  

18 Adobe Acrobat Sign

• Feature/Setting: API to generate, sign, and email invoices for catering or tab-based events.
  

19 HubSpot

• Feature/Setting: Workflow automation sends receipt template via email from CRM on order completion signal.
  

20 Microsoft Power Automate

• Feature/Setting: Trigger flows on POS webhook, use connectors for PDF generation and digital delivery (email, OneDrive, SMS).
  

21 Mailgun

• Feature/Setting: Send transactional email with receipt attached on “order paid” event.
  

22 Zapier

• Feature/Setting: Workflow combines POS trigger with PDF creation and multi-channel delivery (email, text, cloud drive).
  

23 Google Cloud Functions

• Feature/Setting: Trigger on order event, generate receipt with Cloud Print/PDF API, email/SMS via integrated services.
  

24 QuickNode

• Feature/Setting: Use blockchain event triggers for immutable, timestamped digital invoices for loyalty or high-value customers.
  

25 WhatsApp Business API

• Feature/Setting: Automatically send digital receipt as PDF/message upon payment via WhatsApp.
  

4 Benefits

• Reduces administrative task load, speeds up order processing, and decreases cost from paper/ink.
  
• Improves record accuracy, compliance, and auditing by automated documentation.
  
• Enhances customer satisfaction with instant receipts and seamless payment processing.
  
• Enables efficient, digital-first operations supporting mobile ordering, contactless payment, and remote delivery models.
  
• Facilitates easy financial reconciliation and integration with accounting software.
  
• Supports sustainability goals via paperless operations.