Receipt generation and dispatch upon payment

Purpose

1.1. Instantly generate detailed payment receipts for clients after each successful transaction in antique furniture restoration services.
1.2. Automate documentation for proofs of payment, supporting both customer trust and streamlined financial records.
1.3. Enable rapid, error-free delivery of digital receipts via multiple channels, minimizing manual workload.
1.4. Ensure every client receives a personalized, compliant receipt containing job details, payment status, tax information, and business branding.

Trigger Conditions

2.1. Payment marked as “successful” or “completed” within financial or invoicing system.
2.2. Status update of invoice to “paid” in business management software.
2.3. Receipt request received via email, API, or within a customer portal post-payment.
2.4. Real-time payment webhook event from payment processor.

Platform Variants

3.1. Stripe
• Feature: PaymentIntent Succeeded Event; configure webhook to trigger on payment completion; sample endpoint: /stripe/webhook.
3.2. QuickBooks Online
• Feature: Automation Rules; automate “Send Receipt” when invoice is paid.
3.3. Xero
• Feature: Invoice Paid Webhook or “Email Receipt” API; trigger on payment status updated.
3.4. FreshBooks
• Feature: Payments API; on ‘payment_created’, auto-generate & dispatch receipt.
3.5. PayPal
• Feature: Payment Notification Webhooks; configure IPN for “payment completed”.
3.6. Square
• Feature: Transactions API; “payment.created” Webhook triggers receipt generation.
3.7. Zoho Books
• Feature: Workflow Automation; trigger email receipt when payment is received.
3.8. Sage Business Cloud
• Feature: Receipt Rule Automation; set to dispatch once payment status = ‘received’.
3.9. Wave
• Feature: Payment completed notification; configure notifications to send digital receipt.
3.10. Microsoft Power Automate
• Feature: Trigger on payment in Excel/Outlook/third-party app; action: generate and email receipt (PDF/HTML).
3.11. Google Apps Script
• Feature: Watch for new paid entries in Google Sheets; auto-generate PDF, dispatch via Gmail.
3.12. Mailgun
• Feature: Send Email API; trigger on payment event, attach generated receipt.
3.13. SendGrid
• Feature: Mail Send API; automate receipt sending upon POST webhook trigger.
3.14. Twilio SendGrid
• Feature: SMTP/API integration; dispatch receipt emails via template and automated trigger.
3.15. DocuSign
• Feature: Automated Document Generation; send receipt as a signed document.
3.16. Zapier
• Feature: Webhook/Automation “Zap”; trigger on payment, action: generate & email receipt.
3.17. Make (Integromat)
• Feature: Scenario for payment > receipt template > email module.
3.18. Salesforce
• Feature: Process Builder/Flow; generate and email receipt when opportunity closed with payment.
3.19. HubSpot
• Feature: Workflow Automation; trigger on deal paid, send receipt email.
3.20. WooCommerce
• Feature: Payment complete hook; customize receipt template and auto-email on completion.
3.21. Shopify
• Feature: Order Paid webhook; trigger “Send Receipt” action via notifications API.
3.22. Magento
• Feature: Sales Order – Invoice Paid Event; auto-email receipt to customer.
3.23. Odoo
• Feature: Payment Validate Event; configure auto-dispatch of PDF receipt.
3.24. Freshdesk
• Feature: Workflow Automator; on payment ticket solved, dispatch receipt.

Benefits

4.1. Eliminates manual receipt handling, saving staff resources.
4.2. Provides clients with prompt, professional documentation.
4.3. Enhances bookkeeping accuracy using instant, digital records.
4.4. Reduces human error, increasing customer satisfaction and compliance.
4.5. Maximizes operational transparency and client trust in restored antiques service.