Choose or design the layout
Start with a template idea or build your own document layout in the editor.
Receipt template connected to payment spreadsheets.
Generate receipt PDFs from Excel or CSV columns like receipt number, customer name, payment date, item, amount, and balance using CSVLink.
Receipt numberCustomer namePayment dateItemAmount paidBalance
What this template is for
When receipt details are already in a spreadsheet, CSVLink can help turn those rows into consistent receipt PDFs without manually copying payment information into each file.
Spreadsheet columns you can map
Use these as starter columns, then rename or add fields based on your own workflow.
| Column | How it is used in the template |
|---|---|
| Receipt Number | A unique receipt or payment ID. |
| Customer Name | The customer or payer shown on the receipt. |
| Payment Date | The date payment was received. |
| Item / Service | What the payment was for. |
| Amount Paid | The amount displayed on the receipt. |
| Balance | Optional remaining balance or account note. |
How it works in CSVLink
Upload Excel or CSV
Import your spreadsheet and connect columns to fields in the template.
Preview and export
Review the mapped document, then export personalized files from your data.
Common use cases
Payment receipts from exported data
Use the same template structure while replacing the variable details from your Excel or CSV file.
Event or registration receipts
Use the same template structure while replacing the variable details from your Excel or CSV file.
Simple customer payment confirmation files
Use the same template structure while replacing the variable details from your Excel or CSV file.
Frequently asked questions
Can CSVLink create receipts in bulk?
Yes. Each spreadsheet row can be mapped into a receipt layout and exported as a file.
Does CSVLink process payments?
No. CSVLink generates documents from data you upload; it does not process payments.
Can I change the receipt design?
Yes. You can edit the layout, branding, and mapped fields before exporting.
Related CSVLink template guides
Build documents from your spreadsheet.
Open CSVLink, upload a sample spreadsheet, map your fields, and export a test file.