Invoice and receipt generation and delivery

Purpose

1.1. Automate creation, delivery, and tracking of invoices and receipts for sauna services, membership fees, product sales, or session bookings to reduce manual entry, expedite payment collection, ensure consistent recordkeeping, and comply with tax/financial audits.
1.2. End-to-end automation includes extracting transaction data from booking systems, POS, or CRM, generating compliant invoices/receipts, delivering by email/SMS/portals, and syncing with accounting platforms.
1.3. Automating invoice and receipt flows increases operational efficiency, reduces human error, and optimizes cash flow management for wellness facilities.

Trigger Conditions

2.1. Client completes a booking or payment for sauna session or related product/service.
2.2. POS transaction is finalized.
2.3. Membership renewal or new sign-up is processed.
2.4. Scheduled recurring billing for regular clients or packages.
2.5. Manual admin trigger for off-cycle billing.
2.6. API webhook from booking or payment gateway fires upon transaction success.

Platform Variants

3.1. Stripe
• Feature/Setting: Use "PaymentIntent" or "Invoice" APIs to automate invoice issue and "Webhook" to trigger receipt delivery.
3.2. QuickBooks Online
• Feature/Setting: Automate "Create Sales Receipt" and "Send Invoice" actions via API integrations.
3.3. Xero
• Feature/Setting: "Invoices" endpoint for automated invoice/receipt generation; "Email Invoice" for automated delivery.
3.4. Zoho Books
• Feature/Setting: "Create Invoice" API and "Send Invoice" trigger for automated emailing.
3.5. FreshBooks
• Feature/Setting: "Invoices" API for automated receipts and "Send by Email" action.
3.6. SAP Business One
• Feature/Setting: Automate "A/R Invoice Entry" via Service Layer API and enable auto-emailing.
3.7. Square
• Feature/Setting: "Invoices API" for auto-generation; "SendInvoice" for automated delivery.
3.8. Sage Intacct
• Feature/Setting: "create_invoice" and "send_invoice" API calls for automated processing.
3.9. Microsoft Dynamics 365
• Feature/Setting: "SalesInvoice" custom workflow automation using Power Automate triggers.
3.10. MYOB
• Feature/Setting: "SaleInvoice" API for automated invoice and receipt generation.
3.11. Wave Apps
• Feature/Setting: "Create Invoice" and "Send Invoice" via API for automated workflows.
3.12. Bill.com
• Feature/Setting: "Send Invoice" and "Mark as Paid" automation hooks.
3.13. Google Drive + Google Docs
• Feature/Setting: Automated template population via Apps Script and scheduled PDF/email output.
3.14. DocuSign
• Feature/Setting: Automatically generate and send signable receipts using "Templates" and "Envelopes".
3.15. PayPal
• Feature/Setting: "Invoicing API" for automated creation and email of invoice/receipt PDF.
3.16. HubSpot
• Feature/Setting: Workflows to automate "Create Invoice" and "Send Receipt Email" on deal closure.
3.17. Pabbly
• Feature/Setting: Automated invoice workflows with receipt delivery through "Invoice Generator".
3.18. Notion
• Feature/Setting: Automate data entry into tables and trigger invoice generation with form fills.
3.19. Airtable
• Feature/Setting: Automated "Record Create" trigger with email action for invoice/receipt send-out.
3.20. Mailgun
• Feature/Setting: Automate transactional invoice/receipt emailing via "Messages API".
3.21. Salesforce
• Feature/Setting: Workflow Rules or Process Builder for automated issuance of invoices/receipts and mail delivery.
3.22. Intercom
• Feature/Setting: Automated ticket-based invoice sending based on customer actions.
3.23. Slack
• Feature/Setting: Integration to trigger notifications for sent invoices/receipts to internal ops team.

Benefits

4.1. Automated invoicing accelerates cash flow and payment cycles.
4.2. Automate error reduction by eliminating manual entry.
4.3. Automate standardized, compliant, and audit-ready invoice/receipt output.
4.4. Automator ensures instant delivery, improving client experience.
4.5. Centralize and automate financial documentation for better reporting.
4.6. Automated processes lower operational costs and free up staff time.
4.7. Easily scalable to new sauna branches, supporting business growth through automation.