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.

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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.

Recommended:

Include a share icon next to the button label for visual clarity.

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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.

Recommended:

Prioritize the most frequently used channels based on user history.

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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).

Recommended:

Allow the user to save the number for future transactions (with consent).

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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.

Recommended:

Allow download as PDF or enable offline access.

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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.