How-to guide

How to bulk-generate receipts from a CSV

Produce payment receipt PDFs from transaction exports for customer emails, archives, or support follow-up.

15 minute guide

What you'll need

1
Export completed transactions
Start with payments that are final enough to confirm. Create one CSV row per receipt and include receipt_number, customer_name, transaction_date, payment_method, item_summary, amount_paid, tax, total, and served_by. Exclude failed charges or pending payments unless your receipt process intentionally marks them as unpaid or provisional.
2
Review receipt language
Open the receipt template and confirm the fixed copy matches how your finance or support team communicates payment confirmation. The PDF should make the receipt number, customer, transaction date, payment method, and total easy to scan. If you need refund references or tax registration details, add them as explicit fields before the batch is generated.
3
Preview support scenarios
Render a sample set with different payment methods, high-value transactions, and long item summaries. Check that the resulting receipt would help a support teammate answer a customer question without opening the original payment export. The document should show what was paid, when, by whom, and for what.
4
Generate and route the PDFs
Run the batch once the preview is clean. Archive the receipts with the transaction records or pass them to your email workflow. Keep row-level failures visible so one malformed transaction does not block the rest of the completed receipts from being delivered.

How-to guide

Produce payment receipt PDFs from transaction exports for customer emails, archives, or support follow-up.

15 minute guide

1
Export completed transactions
Start with payments that are final enough to confirm. Create one CSV row per receipt and include receipt_number, customer_name, transaction_date, payment_method, item_summary, amount_paid, tax, total, and served_by. Exclude failed charges or pending payments unless your receipt process intentionally marks them as unpaid or provisional.
2
Review receipt language
Open the receipt template and confirm the fixed copy matches how your finance or support team communicates payment confirmation. The PDF should make the receipt number, customer, transaction date, payment method, and total easy to scan. If you need refund references or tax registration details, add them as explicit fields before the batch is generated.
3
Preview support scenarios
Render a sample set with different payment methods, high-value transactions, and long item summaries. Check that the resulting receipt would help a support teammate answer a customer question without opening the original payment export. The document should show what was paid, when, by whom, and for what.
4
Generate and route the PDFs
Run the batch once the preview is clean. Archive the receipts with the transaction records or pass them to your email workflow. Keep row-level failures visible so one malformed transaction does not block the rest of the completed receipts from being delivered.