Payment and InvoicingPurpose
1.2. Ensure guests receive prompt, accurate, branded receipts via preferred communication channels.
1.3. Automating accounts ensures legal compliance, improves guest satisfaction, reduces staff workload, and decreases human error.
1.4. Enables real-time transaction tracking, automates record keeping, and automates revenue auditing.
Trigger Conditions
2.2. Guest check-in or booking confirmation event triggers automator.
2.3. Scheduled automator triggers at checkout or upon final transaction.
2.4. Receipt request from guest through self-service portal or email.
Platform Variants
3.1. Stripe
• Feature/Setting: Payments API — automate webhook for "checkout.session.completed", automate receipt creation and emailing.
3.2. PayPal
• Feature/Setting: IPN (Instant Payment Notification) — configure automator on payment received, automate receipt email via REST API.
3.3. Square
• Feature/Setting: Payments API — automate receipt generation after transaction; Receipt API for delivery.
3.4. QuickBooks Online
• Feature/Setting: Sales Receipt API — automates invoice creation, triggers automated email delivery to guest.
3.5. Xero
• Feature/Setting: Invoices endpoint — automates receipt creation by status and automates email send.
3.6. Zoho Invoice
• Feature/Setting: API Invoice Paid event — automates receipt generation and email via template.
3.7. FreshBooks
• Feature/Setting: Automated Payments triggers for automating emailed receipts.
3.8. Google Workspace (Gmail & Sheets)
• Feature/Setting: Apps Script automation — automates receipt template generation and gmail API to email guest.
3.9. SendGrid
• Feature/Setting: Mail Send API — automate dynamic template sending on payment trigger.
3.10. Mailgun
• Feature/Setting: Messages API — automate sending PDF receipts as attachments.
3.11. Outlook 365
• Feature/Setting: Graph API — automate email dispatch upon payment confirmation workflow.
3.12. Twilio SMS
• Feature/Setting: Messaging API — automate SMS with receipt link upon payment event.
3.13. DocuSign
• Feature/Setting: Envelope Creation — automate sending signed PDF receipts to guests.
3.14. PandaDoc
• Feature/Setting: API receipt template generation and automated email/SMS dispatch.
3.15. Dropbox
• Feature/Setting: API — automate saving and sharing receipt PDFs with guest-access links.
3.16. OneDrive
• Feature/Setting: Graph API — automate storing and sharing receipt links.
3.17. Amazon SES
• Feature/Setting: SendEmail API — automates receipt delivery via branded email formats.
3.18. Slack
• Feature/Setting: Incoming Webhook — automate posting receipt notifications to guest workspace, if applicable.
3.19. Intercom
• Feature/Setting: Message API — automates in-app receipt delivery/notification.
3.20. Salesforce
• Feature/Setting: Flow Builder — automates guest receipt email flows triggered on payment object update.
3.21. HubSpot
• Feature/Setting: Workflow Automations — automates sending receipts when deal/payment is updated.
3.22. Notion
• Feature/Setting: API — automates logging receipts and automatable sharing with guests.
3.23. Airtable
• Feature/Setting: Automation scripts — automate receipt record creation and email extension for delivery.
3.24. Shopify
• Feature/Setting: Order Payment webhook — automate custom receipt dispatch for cottage rental add-ons.
Benefits
4.2. Minimizes human error and lost documentation with automated flows.
4.3. Increases guest trust and satisfaction by automating prompt, accurate receipts.
4.4. Scales to handle surges in bookings without additional effort using automation.
4.5. Simplifies compliance with bookkeeping standards through automated, time-stamped records.
4.6. Enables multi-channel, automatable delivery: email, SMS, in-app, cloud storage.
4.7. Provides fully auditable automation logs for transactions.
4.8. Frees staff for higher-level tasks via routine automation.