Purpose
1.2. Automating receipt issuance provides instant proof of payment, streamlines accounting, and enhances customer experience.
1.3. Automation allows for tracking, auditing, and retrieval of payment documentation for compliance and business management.
1.4. Automated digital receipts minimize human errors, reduce manual workload, and support green, paperless business operations.
Trigger Conditions
2.2. Automatically triggers when an invoice is marked as paid, or transaction confirmation is received from payment gateways.
2.3. Triggered on scheduled payment reconciliation batch runs or upon manual approval for delayed payments.
2.4. Automation extensible to trigger from booking platforms or CRM when payment status changes.
Platform Variants
3.1. PayPal
• Function/API: Webhook for payment completed event to automate digital receipt generation and sending.
3.2. Stripe
• Feature/Setting: "Checkout.session.completed" webhook integrated with receipt emailing automation flow.
3.3. Square
• Feature/API: Orders API with automated receipt_email parameter set to true for each transaction.
3.4. QuickBooks Online
• Feature: Automated Sales Receipt email enabled from "Sales" preference settings for each closed invoice.
3.5. Xero
• Feature: Receipt auto-email, configure in "Email Settings" with automation for paid invoices.
3.6. Shopify
• Setting: Order Paid event in Flow, automatedly triggers receipt email to customer.
3.7. WooCommerce
• Setting: "Customer invoice/Order details" email notification automation upon payment completion.
3.8. Zoho Books
• Setting: Automate receipt email from "Sales"→ "Invoices"→ "Auto-sending Receipts".
3.9. FreshBooks
• Setting: Enable automated email receipts under "Payments Settings".
3.10. Wave
• Setting: Auto-send invoice payments receipt toggle in payments configuration.
3.11. Square POS
• Feature: Automatic email or SMS receipt sending enabled via POS settings.
3.12. Microsoft Power Automate
• Action: Automate flow to trigger on payment confirmation, generate PDF receipt, and send via email.
3.13. Twilio
• API: Programmable SMS with automated receipt message content.
3.14. SendGrid
• Feature: Transactional Templates, automate sending receipt emails upon payment event.
3.15. Mailgun
• API: Automate receipt distribution with email route webhook triggers.
3.16. Gmail
• Script: Google Apps Script automates receipt dispatch on payment flag in Google Sheets or Forms.
3.17. Slack
• Integration: Automated DM or channel post of payment acknowledgement; can trigger email automation.
3.18. Salesforce
• Automation: Process Builder/Flow automatically sends receipt email on opportunity or payment stage.
3.19. HubSpot
• Workflow: Automate email receipts from deal stage/pipeline payment trigger.
3.20. Zapier
• Automation: Automate digital receipt workflow between payment services and email/messaging platforms.
Benefits
4.2. Automation boosts accuracy, avoids missed receipts, and enhances transaction reliability.
4.3. Automates compliance and seamless record-keeping for audit trails.
4.4. Improves customer trust by automating prompt, professional transaction confirmation.
4.5. Enables scale—automating digital receipts accommodates growth with no extra manual overhead.
4.6. Automate eco-friendly, paperless operations reducing costs and environmental impact.