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Payment receipt delivery via email/SMS

Purpose

1.1. Ensure every payment for aero dance classes generates a verifiable digital receipt.
1.2. Provide instant delivery via email and/or SMS for participant convenience and compliance.
1.3. Automate the process to eliminate manual errors and delays, log transactions, and enhance customer experience.
1.4. Support integration with class booking, financial, and CRM systems for unified financial tracking.

Trigger Conditions

2.1. Successful completion of participant’s payment for classes (online or POS).
2.2. Entry creation/update in accounting or booking system marking invoice as paid.
2.3. Receipt generation event in payment processing software.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Programmable SMS API, set Sender ID, configure automatic dispatch on payment confirmation, sample JSON payload for message.
3.2. SendGrid
• Feature/Setting: Mail Send API, transactional template for receipt message, API key setup, dynamic personalization.
3.3. Stripe
• Feature/Setting: PaymentIntent webhook (“payment_intent.succeeded”), receipt_email option, custom template configuration.
3.4. PayPal
• Feature/Setting: IPN (Instant Payment Notification) or Webhooks, trigger message sending on ‘PAYMENT.SALE.COMPLETED’.
3.5. Square
• Feature/Setting: Webhooks, “payment.updated” event, Send Digital Receipt parameter, configure sender information.
3.6. Zoho Books
• Feature/Setting: Payment Received trigger, Workflow Rule, Email/SMS automation, custom field insertion.
3.7. QuickBooks Online
• Feature/Setting: “Receive Payment” event in API, automation rule to generate/send receipts via Email function.
3.8. Xero
• Feature/Setting: Payment Received Webhook, Xero SMTP send, merge customer details into template.
3.9. Shopify
• Feature/Setting: Order paid/fulfilled webhook, use Shopify Email API, SMS notification via third-party app.
3.10. Mailgun
• Feature/Setting: Messages API, event-based trigger with receipt content, email address validation.
3.11. Plivo
• Feature/Setting: SMS API, event-driven trigger from payment system, custom message body with transaction data.
3.12. FreshBooks
• Feature/Setting: Automated Payment Notification, Custom Email Message, SMS via webhook and third-party SMS API.
3.13. SAP Business One
• Feature/Setting: Payment Received Event, Alert Management, auto-dispatch email/SMS via integration.
3.14. Intuit Payments
• Feature/Setting: API “Payment” webhook, receipt dispatch template, configuration for customer email.
3.15. Razorpay
• Feature/Setting: Payment Captured Webhook, “Send Receipt” API, SMS via integrated messaging partner.
3.16. Netsuite
• Feature/Setting: SuiteScript-based Payment Event, Automated Email Action, external SMS gateway integration.
3.17. WooCommerce
• Feature/Setting: “Order Paid” hook, custom email template, SMS via compatible plugin, API action.
3.18. Wave
• Feature/Setting: Payment Received Notification, configure recipient, attach transaction summary.
3.19. Salesforce
• Feature/Setting: Process Builder+Email Alert, Payment update event, integrate SMS via Salesforce Messaging.
3.20. HubSpot
• Feature/Setting: Workflow Trigger on Payment, Email Notification module, external SMS integration via Webhook.
3.21. Oracle NetSuite
• Feature/Setting: Payment Event triggered Workflow, email/sendSMS action, dynamic field merges.

Benefits

4.1. Accelerates receipt delivery—reduces manual work.
4.2. Enhances trust, compliance, and participant satisfaction.
4.3. Ensures accurate transaction logs and audit trails.
4.4. Enables timely communication and transparent financial reporting.
4.5. Reduces support inquiries by providing immediate proof of payment.

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