DocForgeReceipt PDF template for payment confirmations
Generate receipt PDFs from transaction CSV rows with customer names, dates, payment methods, item summaries, amount paid, tax, and total.
Template ingredients
- CSV fields
- 9 mapped columns
- Liquid steps
- 4 setup steps
- Industries
- Finance operations, Events, Customer support
This receipt template is designed for teams that need reliable proof-of-payment PDFs after transactions, events, subscriptions, or service purchases. Each CSV row includes the receipt number, customer name, transaction date, payment method, item summary, amount paid, tax, total, and served-by name. The document keeps the confirmation short and clear, which makes it useful for customer emails, internal records, and support follow-up when someone asks whether a payment was captured.
Use it when payment data already exists in a system export but customers expect a branded PDF rather than a raw transaction line. The Liquid template separates the fixed receipt language from the changing values so finance or support teams can adjust labels without touching every document. It also works well after a webhook event, where a payment processor or checkout flow triggers PDF generation for the completed transaction. Preview refunds, partial payments, and long item summaries before a large run so the receipt still looks like a confirmation rather than a confusing ledger entry.
Sample CSV
| receipt_number | customer_name | transaction_date | payment_method | item_summary | amount_paid | tax | total | served_by |
|---|---|---|---|---|---|---|---|---|
| RC-2026-221 | Acme Analytics | 2026-05-01 | Credit card | Annual workspace package | 1200.00 | 240.00 | 1440.00 | Jordan Lee |
| RC-2026-222 | Northstar Labs | 2026-05-02 | Bank transfer | Training seat bundle | 800.00 | 160.00 | 960.00 | Sam Rivera |
Sample Liquid
<article class="receipt">
<header>
<p>Receipt {{ receipt_number }}</p>
<h1>{{ customer_name }}</h1>
<p>{{ transaction_date }}</p>
</header>
<p>Payment method: {{ payment_method }}</p>
<p>{{ item_summary }}</p>
<table>
<tr><th>Amount paid</th><td>{{ amount_paid }}</td></tr>
<tr><th>Tax</th><td>{{ tax }}</td></tr>
<tr><th>Total</th><td>{{ total }}</td></tr>
</table>
<footer>Served by {{ served_by }}</footer>
</article>How to use this template
- 1
Export completed transactions
Start with payments that have cleared or been marked complete so each receipt reflects a real transaction.
- 2
Map confirmation fields
Connect receipt numbers, transaction dates, customer names, payment methods, item summaries, and totals to the template variables.
- 3
Preview payment edge cases
Check examples with refunds, partial payments, or long item descriptions so the receipt remains easy to understand.
- 4
Generate and deliver
Run the batch, archive the PDFs, and attach them to customer emails or payment records as needed.