Digital receipt generation

Purpose

1.1. Fully automate the generation and delivery of digital receipts for every transaction, streamlining accounting, customer experience, and reducing manual workload.
1.2. Automate tracking, archiving, and instant communication of transaction data between payment, invoice, and customer communication systems for dry cleaning services.
1.3. Automatedly provide customers with a professional digital proof of payment, suitable for tax, reimbursement, or personal records, directly after the transaction.

Trigger Conditions

2.1. Automated when payment is marked as received (cash, card, or app).
2.2. Triggered by POS terminal payment confirmation.
2.3. Upon digital invoice settlement or customer pick-up confirmation.
2.4. API notification from online payment gateway for pre-paid web orders.
2.5. Scheduled automation for end-of-day batch processing if needed.

Platform Variants

3.1. Stripe
- Feature/Setting: Use Payment Intent API webhook; configure endpoint to automate receipt generation and email upon successful payment.
3.2. Square
- Feature/Setting: Configure Transactions webhook for "Payment Updated", trigger automated PDF receipt via Square API.
3.3. PayPal
- Feature/Setting: Use IPN (Instant Payment Notification) to automate sending receipts using another mail service.
3.4. QuickBooks Online
- Feature/Setting: Automate via "SalesReceipt Create" API; auto-email to the payer’s registered address.
3.5. Xero
- Feature/Setting: Automate with “Create Receipt" endpoint and trigger email via Xero Contacts API.
3.6. Zoho Books
- Feature/Setting: Automate “Create Payment Receipt" API, send digitized records by automator.
3.7. Shopify POS
- Feature/Setting: Event-based trigger on payment; use Shopify API to send digital receipts.
3.8. Lightspeed POS
- Feature/Setting: Use Payment Events API for automated digital receipt dispatch via email.
3.9. SendGrid
- Feature/Setting: Configure transactional templates to automate sending digital receipts via SMTP/API.
3.10. Mailgun
- Feature/Setting: Automate receipt delivery triggered via HTTP API after transaction finalization.
3.11. Microsoft Power Automate
- Feature/Setting: Automate “When an order is paid” event to use built-in PDF creator and delivery via email.
3.12. Salesforce
- Feature/Setting: Automate with Process Builder/Flow to generate and email transaction receipts.
3.13. Slack
- Feature/Setting: Automatedly post a receipt to private channels or customer DMs via Slack API and workflow automator.
3.14. Twilio SMS
- Feature/Setting: Receipt automation via programmable SMS API to send links to digital receipts.
3.15. DocuSign
- Feature/Setting: Automate document rendering and receipt delivery workflows via DocuSign API.
3.16. Airtable
- Feature/Setting: Receipt record automation using Airtable Automations and API-triggered email.
3.17. Google Sheets
- Feature/Setting: Scripted automation to generate PDF receipt from row data and auto-email via Apps Script.
3.18. FreshBooks
- Feature/Setting: Use automatic “New Payment” event to trigger FreshBooks Receipts API.
3.19. WooCommerce
- Feature/Setting: Automate using “Order Completed” hook to send digital invoice/receipt by email.
3.20. SAP Business One
- Feature/Setting: Configure Integration Framework to automate email of receipts post-transaction.

Benefits

4.1. Streamlines receipt automation for all payment methods without manual intervention.
4.2. Minimizes human error and automates record-keeping for audit compliance.
4.3. Enhances customer satisfaction with fast, automated digital receipt delivery.
4.4. Supports environment-friendly paperless operations through complete automation.
4.5. Accelerates accounting reconciliation by automatedly syncing payments and receipts.