Automated receipt and transaction summary delivery

**Purpose**

1.1. Deliver automated email, SMS, or system-based receipts and comprehensive transaction summaries to students upon payment.
1.2. Minimize administrative workload, ensure timely compliance records, and maintain transparent financial communication.
1.3. Aggregate transaction details over specified periods (daily, weekly, monthly) and dispatch summary reports to students and finance teams.
1.4. Integrate with payment processors, learning management systems (LMS), and communication tools to secure accurate and consistent automation.

**Trigger Conditions**

2.1. Successful payment completion via online portal, POS, bank transfer, or mobile wallet.
2.2. Scheduled intervals (end-of-day, week, month) for bulk transaction summary dispersal.
2.3. Instructor or admin manually marks payment as received within internal systems.
2.4. New transaction record, matching criteria, enters accounting or LMS database.

**Platform Variants**

3.1. Stripe
- Feature/Setting: Webhooks ('checkout.session.completed'); configure endpoint to initiate receipt generation.
3.2. PayPal
- Feature/Setting: IPN (Instant Payment Notification); set notify_url for receipt sending.
3.3. Square
- Feature/Setting: Payment Webhooks ('payment.created'); configure for real-time receipt trigger.
3.4. QuickBooks Online
- Feature/Setting: New Payment API webhook; map payment to auto-generate and email receipts.
3.5. Xero
- Feature/Setting: Payments endpoint; use 'GET/POST Invoices' and 'POST Email' to send summarized receipts.
3.6. WooCommerce
- Feature/Setting: Payment complete action hook ('woocommerce_payment_complete'); attach receipt dispatch function.
3.7. Shopify
- Feature/Setting: Order paid webhook; map checkout_id to auto-receipt email.
3.8. Moodle
- Feature/Setting: Enrolment plugin payment callback; use event observer for receipt email.
3.9. Teachable
- Feature/Setting: Payments webhook events; capture 'payouts.paid' for summary email.
3.10. Thinkific
- Feature/Setting: Webhook on order paid; configure to trigger receipt via email API.
3.11. Zapier
- Feature/Setting: PayPal/Stripe trigger to email/SMS; use 'Formatter' to summarize transactions, then dispatch to user.
3.12. Google Sheets (with Apps Script)
- Feature/Setting: On edit/row add trigger; script sends email with attached summary using Gmail API.
3.13. SendGrid
- Feature/Setting: Email API for custom templated receipts; configure via 'Mail Send' endpoint.
3.14. Mailgun
- Feature/Setting: API 'messages' endpoint for dynamic receipt and summary delivery.
3.15. Twilio SMS
- Feature/Setting: Messaging API for SMS receipts/transaction alerts.
3.16. Microsoft Power Automate
- Feature/Setting: Stripe/PayPal connectors for payment trigger, Outlook/Teams for summary delivery.
3.17. Slack
- Feature/Setting: Incoming Webhooks; channel notifications or direct messages with summary.
3.18. FreshBooks
- Feature/Setting: Webhook or 'Payments' API to email transaction receipts.
3.19. HubSpot
- Feature/Setting: Workflow automation; payment triggers mapped to transactional email.
3.20. Salesforce
- Feature/Setting: Process Builder with 'New Payment' event; email or SMS via Marketing Cloud.

**Benefits**

4.1. Reduces manual effort and human error in sending payment documentation.
4.2. Provides instant, reliable proof-of-payment to students for tax, reimbursement, and compliance.
4.3. Enables finance teams to track transaction flow and resolve discrepancies swiftly.
4.4. Enhances trust and communication between school administration and learners.
4.5. Improves audit readiness by centralizing and standardizing transaction data delivery.