Payments and BillingPurpose
1.2. Enable instantaneous, error-free receipt generation and delivery post-payment via email, SMS, or customer apps.
1.3. Centralize and log all issued receipts in back-office systems, ensuring compliance, transparency, and efficient financial tracking.
1.4. Provide both staff and students with self-service access to receipt history for easier dispute resolution and accounting.
Trigger Conditions
2.2. Confirmation of bank transfer or manual payment recorded in the system.
2.3. Subscription or recurring payment processed for memberships.
2.4. Upon manually marking an invoice as "Paid" in the admin/back-office panel.
Platform Variants
3.1. Stripe
• Feature/Setting: "PaymentIntent succeeded" webhook; Configure webhook to trigger receipt creation function.
3.2. PayPal
• Feature/Setting: IPN (Instant Payment Notification); Set up IPN listener endpoint for completed payments.
3.3. Square
• Feature/Setting: "payment.created" webhook event; Create workflow for automatic receipt generation.
3.4. Xero
• Feature/Setting: "Invoice Paid" event in API; Poll or subscribe for invoice status updates.
3.5. QuickBooks
• Feature/Setting: "payment" endpoint in API; Hook into receivePayment event for automatic action.
3.6. Zoho Books
• Feature/Setting: Webhook for "Payment Made"; Configure webhook with receipt automation script.
3.7. FreshBooks
• Feature/Setting: "Payments" API event; Trigger process on new payment entries.
3.8. SendGrid
• Feature/Setting: "Send Email" API; Dynamically compose and send PDF/email receipt.
3.9. Twilio SMS
• Feature/Setting: "Send Message" API; Auto-send payment confirmation receipt text.
3.10. Mailgun
• Feature/Setting: "messages" API endpoint; Route receipts with custom templates on payment events.
3.11. Microsoft Outlook 365
• Feature/Setting: "Send Mail (V2)" in Graph API; Auto-dispatch receipts from official school address.
3.12. Google Workspace (Gmail)
• Feature/Setting: "Send Email" in Gmail API; Set up receipt templates sent automatically.
3.13. Slack
• Feature/Setting: "Chat Post Message" API; Notify admin/staff channel of issued receipts.
3.14. Telegram
• Feature/Setting: "SendDocument" or "SendMessage" Bot API; Send receipts directly to student/staff group.
3.15. Zapier
• Feature/Setting: "New Payment" trigger; Chain actions to issue & log receipts across connected apps.
3.16. Airtable
• Feature/Setting: "New Record" in payment table; Trigger automation to generate receipt entry.
3.17. Google Sheets
• Feature/Setting: Script editor function on row insert; Automate PDF/email receipt after payment logged.
3.18. Docusign
• Feature/Setting: "Create Envelope" API; Send signed receipts for high-value payments.
3.19. SFTP Servers
• Feature/Setting: "File Upload" automation; Auto-upload receipt PDFs post-payment for secure record.
3.20. AWS SES
• Feature/Setting: "SendRawEmail" API; Programmatic sending of highly formatted receipts.
3.21. Salesforce
• Feature/Setting: "Opportunity Won" or "Payment Received" workflow; Auto-generate and attach receipt.
3.22. HubSpot
• Feature/Setting: Workflow automation for "Deal Paid"; Email receipt on deal closure.
3.23. PDF Generator API
• Feature/Setting: Dynamic template fill; Merge payment data and output receipt PDF.
3.24. Monday.com
• Feature/Setting: "Item Created" trigger; Initiate receipt action on new payment entry.
3.25. Pabbly
• Feature/Setting: "Payment Success" trigger; Automate receipt notification workflow.
Benefits
4.2. Increases accuracy by eliminating human error in issuing receipts.
4.3. Boosts student and parent trust through instant, professional communication.
4.4. Ensures transaction traceability and financial compliance for audits.
4.5. Improves overall satisfaction for students, parents, and staff through efficiency and transparency.