Purpose
1.2. Enable seamless sending of receipts by email or SMS, improving customer experience, tracking sales, and facilitating eco-friendly business operations.
1.3. Integrate with sales and point of sale systems to trigger receipts immediately after each transaction.
Trigger Conditions
2.2. Receipt of customer contact details (email address or mobile number).
2.3. Successful payment confirmation from POS or payment gateway.
2.4. Request from customer for receipt via SMS or email at checkout.
Platform Variants
3.1. Twilio SMS
• Feature: Programmable Messaging API
• Setting: Configure SMS template for receipts; use customer's phone as destination.
3.2. SendGrid
• Feature: Email API v3 / Transactional Templates
• Setting: Set up dynamic field email receipt; trigger via POST API with order data.
3.3. Mailgun
• Feature: Messages API
• Setting: Use templates to send receipts to customer’s email on sale event.
3.4. Amazon SES
• Feature: SendEmail API
• Setting: Integrate with POS to send receipt emails upon transaction record insertion.
3.5. Nexmo (Vonage)
• Feature: SMS API
• Setting: Set auto-SMS content for transactions using POS triggers to API endpoint.
3.6. Stripe
• Feature: Receipts Emails
• Setting: Enable “Email customers for successful payments” and link with POS.
3.7. Square
• Feature: Receipt Preferences
• Setting: Enable digital receipt in POS, configure auto-send for SMS or email.
3.8. Clover
• Feature: Digital Receipts
• Setting: Turn on default digital receipt in setup; API for bulk configurations.
3.9. Shopify POS
• Feature: Receipt Notifications
• Setting: Enable customer receipt SMS/email in checkout settings.
3.10. Zoho Mail
• Feature: Mail Send API
• Setting: Configure workflow to send receipts upon invoice completion.
3.11. QuickBooks Online
• Feature: Sales Receipt Email
• Setting: Automate email receipts for saved sales via Intuit API.
3.12. Toast POS
• Feature: Guest Receipts
• Setting: Activate digital receipt delivery in Toast hardware settings.
3.13. Lightspeed
• Feature: Email/SMS Receipts
• Setting: Set default receipt method for pet café category.
3.14. Revel Systems
• Feature: Email Receipts
• Setting: Automate receipts on order close; configure via Management Console.
3.15. Shopify Flow
• Feature: Workflow Automation
• Setting: Trigger receipt email/SMS when “order paid” event occurs.
3.16. Zapier
• Feature: Automation Workflow
• Setting: Connect POS trigger (new sale) with SMS/email apps for receipts.
3.17. Microsoft Power Automate
• Feature: Automated Flow
• Setting: Flow for sale completion event to chosen email/SMS service.
3.18. Freshdesk
• Feature: Email Automation
• Setting: Send ticketed receipt as soon as sale is logged.
3.19. Intercom
• Feature: Email/SMS Messaging
• Setting: Auto-send purchase receipts upon new conversation with customer details.
3.20. Gupshup
• Feature: Messaging API
• Setting: Leverage SMS/WhatsApp template to deliver digital receipts instantly.
Benefits
4.2. Provides convenience and instant proof of purchase to customers.
4.3. Streamlines post-sale processes, saving staff time and minimizing errors.
4.4. Enhances guest engagement through personalized communication and loyalty integration.
4.5. Simplifies compliance and record-keeping for audits.