Payment & Invoicing AutomationPurpose
1.2. Automatically generate and send digital receipts upon successful transaction.
1.3. Ensure compliance with financial documentation and provide seamless customer experience.
1.4. Integrate multiple online payment gateways to support diverse client payment preferences.
1.5. Streamline accounting with auto-synced transaction data and receipt logs in connected systems.
1.6. Reduce manual errors and delay in issuing receipts for every booking payment.
1.7. Enable real-time updates to studio management about successful and failed payments.
Trigger Conditions
2.2. Receipt of webhook notification from payment gateway indicating successful transaction.
2.3. Scheduled batch check of new transactions in connected payment platforms.
2.4. Manual payment status update in studio management system.
Platform Variants
3.1. Stripe
• Feature/Setting: Use "Payment Intent Succeeded" webhook event to trigger receipt automation.
• Sample: Configure webhook endpoint to listen for "payment_intent.succeeded" and initiate automated receipt issuance via connected email API.
3.2. PayPal
• Feature/Setting: Activate "Instant Payment Notification" (IPN) to auto-capture completed payments.
• Sample: Set IPN listener URL, automate receipt generation and emailing using payment metadata.
3.3. Square
• Feature/Setting: Use "Payments API" to monitor successful charges; automate email with "Invoices API".
• Sample: On charge completion, call "Invoices API" to issue an automated receipt to the customer.
3.4. Razorpay
• Feature/Setting: Use "Payment Captured" webhook event; automate PDF receipt creation and delivery.
• Sample: Configure webhook for "payment.captured", connect receipt-creation workflow.
3.5. Adyen
• Feature/Setting: Trigger on "Authorisation Successful" notification; automates transaction-anchored receipt dispatch.
• Sample: Listen to "AUTHORISATION" webhook, integrate with email automator for receipts.
3.6. Authorize.Net
• Feature/Setting: Use Transaction Reporting API to poll or listen for completed payments.
• Sample: Configure Automated Recurring Billing (ARB) to auto-send receipts.
3.7. Mollie
• Feature/Setting: Leverage "Payments API" webhook for status changes; automates receipt workflow.
• Sample: Subscribe to "paid" event, trigger receipt email task.
3.8. Braintree
• Feature/Setting: Enable webhook notifications for "transaction_disbursed"; automate messaging/receipting.
• Sample: Integrate webhook with automated document generator.
3.9. Amazon Pay
• Feature/Setting: Use "IPN" for notifications; automates receipt PDF attachment via email.
• Sample: Configure IPN URL, launch receipt automation.
3.10. GoCardless
• Feature/Setting: Activate "payment_confirmed" webhook; automatic invoicing via integration.
• Sample: Use webhook to trigger instant email with receipt.
3.11. Worldpay
• Feature/Setting: Use "Payment Notification Service"; automates end-to-end receipting.
• Sample: Notification endpoint triggers automated receipt email API call.
3.12. Klarna
• Feature/Setting: Use "Order Management API" for status; automates confirmation/receipt issue.
• Sample: Monitor "captured" status to auto-generate receipt and dispatch.
3.13. Apple Pay
• Feature/Setting: Backend integration with payment processor, automate on successful payment tokenization.
• Sample: On token consumption in backend, automate receipt generation.
3.14. Google Pay
• Feature/Setting: Listen for successful payment intent; automates receipt through backend endpoint.
• Sample: Use payment data to trigger receipt-creation workflow.
3.15. Zoho Books
• Feature/Setting: Use "Payment Received" trigger in workflow automation to issue receipts.
• Sample: Enable workflow to automate receipt and email customer.
3.16. QuickBooks Online
• Feature/Setting: Configure "Sales Receipt" automation on payment settlement.
• Sample: Payment update triggers "Create and Email Sales Receipt" automation.
3.17. Xero
• Feature/Setting: Use "Payment Received" event in API to automate receipting step.
• Sample: API trigger on payment auto-generates and emails receipt.
3.18. Wave
• Feature/Setting: Automate invoice creation from payment via "Payment API."
• Sample: Use payment event in automation to email receipt.
3.19. FreshBooks
• Feature/Setting: Automate "Payment Entry" workflow to send digital receipt.
• Sample: Upon payment, trigger automated email of receipt.
3.20. Sage Business Cloud
• Feature/Setting: Set up "Payment Received" automation for instant receipts.
• Sample: Configured automation sends receipts through platform email.
Benefits
4.2. Automatedly delivers instant digital receipts and verifies compliance.
4.3. Automates multi-platform payment processing to a unified receipting system.
4.4. Reduces human intervention, cutting operational costs and delays.
4.5. Automator enables real-time notifications and customer reassurance.
4.6. Enables automating audit trails and transaction logs for financial clarity.
4.7. Provides automatable scalability across multiple locations or franchise operations.
4.8. Boosts customer satisfaction with immediate and documented proof of payment.
4.9. Automates reconciliation with accounting platforms to reduce workload.
4.10. Builds trust via reliable, automated receipting and payment confirmation.