Payment Receipt Delivery
Objective
Establish the minimum requirements for sending payment receipts to customers after a transaction is completed. This step must allow fast, secure, and clear sharing through different channels, ensuring both traceability and ease of use.
Insights
It's recommended that the receipt include a unique transaction identifier (hash or order ID) for internal tracking.
Delivery channels must follow best security practices (e.g., verified sender domains for email).
This flow must support auditing for tax compliance and customer service validation.
Access to Receipt Delivery
01 - “Send receipt” button
Must be available immediately after transaction approval, before completing the purchase. It should open the delivery method selection modal
Mandatory:
Sending the receipt must not block the ability to complete the purchase.
Delivery Method Modal
02 Delivery options
Must be listed with icons and labels, including at least:
QR Code
Email
Phone number (SMS/WhatsApp) |
Mandatory:
Modal must be easy to navigate and automatically close after a successful send.
Phone Delivery Flow
03 - “Phone number” field
Must allow formatted input (e.g., (11) 91234-5678) and validate the number pattern.
04 - “Send” button
Must remain disabled until a valid number is entered. After submission, display confirmation (e.g., “Receipt sent successfully”).
Mandatory:
Delivery via phone must be processed through a verified messaging service (with auditable trace).
Receipt View
05 - “Order” section
Must include:
Store name
Tax ID (CNPJ)
Date and time
Order number
Payment method
06 - “Products” section
Itemized list including product names, individual prices, subtotal, discount, and total amount.
07 - “Customer support” section
Contact information for post-sale support, including email and WhatsApp.
08 - “Start” button
Must return to the home screen with the session cleared.
Mandatory:
The receipt must be generated locally and optionally available via link or downloadable file.
Mandatory Messages
If the number is invalid:
Please enter a valid phone number to send the receipt.
After successful delivery:
Receipt sent successfully!
If delivery fails:
Failed to send receipt. Please check your connection or try again.
Expected Behaviors
Receipt delivery must be non-blocking (UI should remain responsive).
The receipt must accurately reflect the details of the completed transaction.
All sensitive data must be encrypted and compliant with privacy policies.
The receipt screen must remain fully legible on small devices.
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