Distribute payment receipts to customers automatically

Purpose

1.1. Automate and streamline distribution of payment receipts to customers as soon as payments are processed, eliminating manual data entry, queue delays, or risk of missed notifications.
1.2. Ensure real-time, accurate, and reliable automated transmission of financial documents to improve customer satisfaction, compliance, and financial transparency.
1.3. Reduce accounts staff load by automating repetitive send-receipt tasks, ensuring every client receives legally mandated documentation automatically for audit readiness.

Trigger Conditions

2.1. When payment is marked as received and reconciled in accounting or ERP system.
2.2. When a payment confirmation email/notification is received from a banking or payment processor API.
2.3. When a new payment or invoice is marked "paid" in CRM, POS, or billing software.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Messages API; set trigger on webhook from payment event; automates SMS delivery of receipt with download link.

3.2. SendGrid
• Feature/Setting: Configured Transactional Template; automate sending email receipts using Send Email v3 API and passing dynamic fields.

3.3. Gmail
• Feature/Setting: Gmail API "send" endpoint; automate parsing payment triggers and sending templated receipts automatically.

3.4. Microsoft Outlook 365
• Feature/Setting: Automate "Send Mail" action via Graph API; tie to payment webhooks for automatic email receipts.

3.5. QuickBooks Online
• Feature/Setting: "Send Sales Receipt" endpoint in API; configure automation to trigger on new payment.

3.6. Xero
• Feature/Setting: "Email Invoice" action via API; automate when payment event received.

3.7. Zoho Books
• Feature/Setting: "Send Customer Receipt" function; automate based on payment webhook integration.

3.8. FreshBooks
• Feature/Setting: Use Payments API event, automate "send receipt" process via automated workflow.

3.9. Stripe
• Feature/Setting: PaymentIntent webhook; automate "send receipt" using Receipt Email API.

3.10. PayPal
• Feature/Setting: IPN (Instant Payment Notification) listener; automate receipt email via SendMail API.

3.11. SAP Business One
• Feature/Setting: DI API’s Payment Receipt Add/Update event; automate sending emails using SAP Mailer.

3.12. Salesforce
• Feature/Setting: Use Flow/Process Builder; automate email sending using Receipt Email Template and triggers.

3.13. HubSpot
• Feature/Setting: Workflow Automations; automate sending receipts from deal payment stage.

3.14. Mailgun
• Feature/Setting: Automate sending transactional email receipt via API with dynamic receipt content.

3.15. Slack
• Feature/Setting: Incoming Webhook; automate Slack notification to customer with receipt download link.

3.16. DocuSign
• Feature/Setting: Send Envelope API; automate attachment of signed receipt to customer email.

3.17. Dropbox
• Feature/Setting: File Request and Sharing API; automate upload and sharing of receipt link upon payment.

3.18. WooCommerce
• Feature/Setting: Automate using hooks on "woocommerce_payment_complete", trigger custom email receipt.

3.19. Magento
• Feature/Setting: Sales Order Invoice Paid event; customize automated receipt email via API.

3.20. SAP Concur
• Feature/Setting: Expense Paid webhook; automate generated receipt and email via API.

Benefits

4.1. Automates repetitive administrative task, reducing manual labor and errors.
4.2. Guarantees automated, timely delivery of receipts post-payment.
4.3. Centralizes audit trail via automated record-keeping and tracking.
4.4. Boosts compliance by proving all receipts delivered automatically to customers.
4.5. Enhances customer trust through automated, predictable, professional communication.