Automated invoicing and payment receipt email to clients

Purpose

1.1. Automate invoicing and payment receipt emails for Aromatherapy class attendees to streamline class fee collections and ensure timely, consistent communications.
1.2. Automating this flow reduces manual effort, eliminates errors, and enhances client experience by providing instant, trackable financial correspondence.
1.3. Enables the business to automate sending customized invoices, track payment status, and trigger automated payment acknowledgments.

Trigger Conditions

2.1. Trigger fires when a client books a class, payment is received, or an enrollment is confirmed.
2.2. Automation initiates on scheduled intervals for recurring subscriptions or programmatic confirmation from a payment gateway.
2.3. Support for automated retries if initial payment or email delivery fails.

Platform variants

3.1. Stripe
• API: /v1/invoices, /v1/payment_intents
• Setting: Automate invoice creation and receipt emails after payment success.

3.2. PayPal REST API
• Endpoint: /v2/invoicing/invoices
• Automator: Configure webhooks to send automated payment receipt confirmations.

3.3. QuickBooks Online
• Function: CreateInvoice, EmailInvoice
• Automatedly trigger invoice dispatch and acknowledgement on payment.

3.4. Xero
• API: POST /Invoices, Email Invoice
• Setting: Automates invoice emailing on payment receipt event.

3.5. Zoho Books
• Endpoint: /invoices, /payments
• Automates invoice generation and automated payment email after confirmation.

3.6. FreshBooks
• API: /invoices/send, /payments
• Automate by connecting payment status to trigger email receipt workflow.

3.7. Wave
• API: POST /invoices, Email Receipts
• Setting: Automate sending receipts after successful payment processing.

3.8. Square
• API: CreateInvoice, InvoicePaymentCreated webhook
• Function: Automatically send payment receipts and reminders.

3.9. Shopify
• API: Orders, Payments
• Automate invoice and payment notification via notification settings.

3.10. WooCommerce
• Hook: woocommerce_order_status_completed
• Setting: Automatedly email invoice and receipt upon payment completion.

3.11. Intuit
• Endpoint: Create and send invoice; PaymentReceipt
• Automator: Trigger on successful charge or debit transaction.

3.12. Braintree
• Webhook: Transaction Disbursed
• API: Send payment confirmation receipts automatically.

3.13. Mollie
• Webhook: Payment Paid
• Automate by generating and sending electronic invoices.

3.14. Chargebee
• Event: Invoice Generated, Payment Succeeded
• Automates client notification on billing completion.

3.15. GoCardless
• Webhook: Payment Confirmed
• Automate sending receipts using client email integration.

3.16. Authorize.Net
• API: sendCustomerTransactionReceipt
• Automating payment acknowledgment dispatch directly.

3.17. HubSpot
• Workflow: Invoice Creation and Email
• Automated invoice sending on deal stage or payment event.

3.18. Salesforce
• Process Builder: Generate Invoice, Send Receipt
• Automator triggers on Opportunity or Payment object updates.

3.19. Microsoft Power Automate
• Flow: Automated Invoicing and Email
• Connects ERP/CRM to trigger invoice/receipt on payment.

3.20. Google Workspace (Gmail + Sheets)
• Script: Automated Email Receipts
• Sheets update triggers email with transaction information automatically.

Benefits

4.1. Automates manual invoicing, reducing clerical errors and saving time.
4.2. Automator provides faster payment cycles and enhanced cash flow.
4.3. Automating communication strengthens client trust and professionalism.
4.4. Standardized automation ensures consistency and auditability for finances.
4.5. Automatedly tracks all steps for reporting, dispute resolution, and compliance.