Automate receipt issuing after payment

Purpose

1.1. Automate the process of receipt issuing after payment collection for racquetball club memberships, events, or sales.
1.2. Automates confirmation for all incoming payments (online, POS, bank transfer) so members receive digital receipts instantly.
1.3. Automator manages standardized receipt content, branding, digital tracking, and tax-compliant formats.
1.4. Automation improves member trust, reduces manual errors, and enables auditable, automatable financial workflows.

Trigger Conditions

2.1. Payment received event (credit card, ACH, direct debit, cash, etc.).
2.2. Invoice marked as paid in club management or accounting software.
2.3. New payment record in bank feed or POS system.
2.4. API webhook announces transaction completion.
2.5. Automated scheduled payment settlements for memberships.

Platform Variants

3.1. Stripe
• API: `payment_intent.succeeded` webhook; automates sending receipt upon payment completion.
3.2. Square
• Setting: Receipt automation in Square Dashboard; configure automatic email/SMS receipts for sales.
3.3. PayPal
• API: `PAYMENT.SALE.COMPLETED` webhook; automate sending receipts through PayPal’s notification system.
3.4. QuickBooks Online
• Feature: Automation rule to dispatch receipts on invoice marked as paid; automate using Payments API.
3.5. Xero
• Function: Automatically email receipts when payment status updates via Payment Services integration.
3.6. Zoho Books
• Option: Enable automation for receipt email on successful payment in Workflow Rules.
3.7. FreshBooks
• Setting: Automated client notification; trigger receipt sending in Payments tab.
3.8. Sage Business Cloud
• API: Automatable scripts send receipts when an invoice’s status is changed to paid.
3.9. Wave
• Function: Automate emailed receipts for successful online payments (Enable in payment settings).
3.10. Vend (Lightspeed) POS
• Setting: Receipt automation for POS sales; configure email receipts to send automatically.
3.11. Mindbody
• API: `SaleCompleted` webhook; automates digital receipt sending for classes/events/memberships.
3.12. ClubExpress
• Setting: Automated payment acknowledgment emails on transaction, configurable for digital receipts.
3.13. Wild Apricot
• Automation: Trigger auto-email of payment receipts for membership dues or event registrants.
3.14. Eventbrite
• API: `order.placed` webhook; automates tax receipt email when ticket purchased for club event.
3.15. Shopify
• Automation: Receipt email dispatch on order paid, configurable in notification settings.
3.16. Mailgun
• Function: Use API to automate custom HTML receipt delivery on payment event from any system.
3.17. SendGrid
• API: Automates sending branded receipts triggered by HTTP POST with payment details.
3.18. Twilio SendGrid
• Feature: Automate emailing of PDF receipts on each verified transaction from payment platforms.
3.19. DocuSign
• Workflow: Automated receipt creation and e-delivery triggered by payment document signature events.
3.20. Google Sheets + Apps Script
• Script: Automate draft and send email receipt when new row (paid transaction) appended.
3.21. Zapier
• Automation: Multi-platform automator; triggers on payment, automates sending standardized receipts.

Benefits

4.1. Automated receipt issuing accelerates member communication and builds trust.
4.2. Ensures compliance with tax regulations via standardized, automatable documentation.
4.3. Reduces manual labor and human error by automating transaction-to-receipt workflow.
4.4. Enables easy searching, reporting, and automated reconciliation for accountants.
4.5. Automating this flow elevates member experience and supports auditable financial operations.