Automated receipts and invoice generation

Purpose

1.1. Ensure every sale (in-store or online) results in accurate, itemized digital receipts and invoices delivered automatically to customers.
1.2. Reduce manual paperwork, eliminate missed receipts, enforce fiscal compliance, and streamline upload into bookkeeping and ERP systems.
1.3. Optimize customer service through instant communication, multilingual receipts, and digital record access for ethnic goods clientele.
1.4. Enable automated archiving, easier refunds/returns management, and transparent sales tracking.

Trigger Conditions

2.1. New transaction finalized in POS or e-commerce system.
2.2. Payment marked as received in accounting system.
2.3. Customer contact information collected at checkout.
2.4. Refund or partial order cancellation.

Platform Variants

3.1. Shopify
• Feature/Setting: Use “Order Paid” webhook; configure to trigger receipt generator & attach digital invoice.
3.2. Square
• Feature/Setting: Enable “Send e-Receipt” API event and auto-generate PDF invoices upon completed sale.
3.3. WooCommerce
• Feature/Setting: “Order Completed” hook triggers invoice plugin (e.g., WooCommerce PDF Invoices); configure email dispatch API.
3.4. Lightspeed
• Feature/Setting: POS receipt on sale; connect “Sale Complete” API to document creation.
3.5. QuickBooks Online
• Feature/Setting: “Sales Receipt: Create” API endpoint to automate PDF/invoice emailing.
3.6. Xero
• Feature/Setting: “New Invoice Approved” API triggers document delivery workflow.
3.7. Zoho Books
• Feature/Setting: “Invoice Created” webhook for automatic customer notice and receipt PDF.
3.8. Microsoft Dynamics 365
• Feature/Setting: “Order Confirmed” event calls Marketing/Email API for personalized document sendout.
3.9. Stripe
• Feature/Setting: “Payment Intent Succeeded” webhook with template-based receipt/invoice output.
3.10. PayPal
• Feature/Setting: “Sale Completed” webhook pushes transaction details to invoice module.
3.11. FreshBooks
• Feature/Setting: “New Payment” API; trigger automated PDF receipt via email/SMS.
3.12. Sage Business Cloud
• Feature/Setting: “Invoice Finalized” event sends digital receipt copy through preferred channel.
3.13. Salesforce
• Feature/Setting: Flow automation on “Closed Won” opportunity to generate and deliver invoice/receipt doc.
3.14. SAP Business One
• Feature/Setting: “Delivery Note Created” triggers output management, links to customer email/WhatsApp.
3.15. Mailgun
• Feature/Setting: Email API to send PDF receipts, populating message from POS API data.
3.16. SendGrid
• Feature/Setting: Automatic trigger on order event; inject dynamic receipt HTML/PDF.
3.17. Twilio
• Feature/Setting: SMS API to deliver receipt links or embedded payment confirmations.
3.18. Google Drive
• Feature/Setting: API for receipt storage/archival, sharing link via customer email.
3.19. Dropbox
• Feature/Setting: REST API to upload generated receipts by order reference, with audit trail.
3.20. Slack
• Feature/Setting: Incoming Webhook for staff notification upon auto-receipt generation for internal tracking.

Benefits

4.1. Immediate receipt/invoice delivery speeds customer trust and post-sale service.
4.2. Reduces human errors, improves compliance, and simplifies tax preparation.
4.3. Scalable for multilingual and currency-specific African imports needs.
4.4. Frees staff from repetitive work, enhances record accessibility, and enables seamless audits.
4.5. Supports both brick-and-mortar and online stores in a unified workflow.