Below are four versions of the product specification for a customizable receipt builder and automation tool:
JSON configuration format
Detailed natural-language product prompt
Visual architecture diagram
Product requirements document format
{
"product": {
"name": "Receipt Builder and Automation Platform",
"description": "A configurable tool for designing, generating, automating, delivering, and managing receipts.",
"primaryUsers": [
"Retail businesses",
"Restaurants",
"Service providers",
"Ecommerce companies",
"Marketplaces",
"Wholesalers",
"Subscription businesses",
"Professional services firms"
]
},
"receiptBuilder": {"receiptTypes": ["Sales receipt","Payment receipt","Tax receipt","Tax invoice","Refund receipt","Exchange receipt","Subscription receipt","Service receipt","Donation receipt","Deposit receipt","Custom receipt"],
"configurationControls": {
"fieldVisibility": {
"enabled": true,
"options": [
"Always visible",
"Visible when data exists",
"Hidden",
"Visible only for selected receipt types",
"Visible only for selected customer types",
"Visible only for selected jurisdictions"
]
},
"fieldOrdering": {
"enabled": true,
"methods": [
"Drag and drop",
"Move up",
"Move down",
"Move to section",
"Move to header",
"Move to body",
"Move to totals",
"Move to payment area",
"Move to footer"
]
},
"fieldLayout": {
"options": [
"Full width",
"Half width",
"One-third width",
"Two-column layout",
"Three-column layout",
"Inline layout",
"Stacked layout",
"Table layout",
"Card layout"
]
},
"receiptSize": {
"options": [
"Thermal 58mm",
"Thermal 80mm",
"A6",
"A5",
"A4",
"US Letter",
"Custom width and height",
"Responsive digital",
"Mobile receipt",
"Email receipt",
"PDF receipt"
],
"customDimensions": {
"enabled": true,
"units": [
"mm",
"cm",
"in",
"px"
]
}
},
"styling": {
"options": [
"Logo",
"Brand colors",
"Fonts",
"Font sizes",
"Text alignment",
"Margins",
"Padding",
"Line spacing",
"Borders",
"Dividers",
"Background colors",
"Icons",
"Images",
"Watermarks",
"Dark mode",
"High contrast mode"
]
},
"localization": {
"languages": true,
"dateFormats": true,
"timeFormats": true,
"numberFormats": true,
"currencyFormats": true,
"taxLabelFormats": true,
"timezoneSelection": true,
"rightToLeftLanguages": true
}
},
"sections": [
{
"id": "header",
"name": "Header",
"movable": true,
"fields": [
"receiptTitle",
"businessLogo",
"businessName",
"businessAddress",
"businessPhone",
"businessEmail",
"businessWebsite",
"receiptNumber",
"receiptDate",
"receiptTime",
"documentStatus"
]
},
{
"id": "seller",
"name": "Seller Information",
"movable": true,
"fields": [
"legalBusinessName",
"tradingName",
"businessRegistrationNumber",
"taxRegistrationNumber",
"industryLicenseDetails",
"storeName",
"storeAddress",
"registerId",
"terminalId",
"cashier",
"salesperson",
"salesChannel",
"sellerEntity"
]
},
{
"id": "customer",
"name": "Customer Information",
"movable": true,
"fields": [
"customerName",
"customerCompany",
"customerAddress",
"billingAddress",
"deliveryAddress",
"customerEmail",
"customerPhone",
"customerTaxId",
"customerAccountNumber",
"loyaltyNumber",
"purchaseOrderNumber",
"customerType",
"customerConsentStatus"
]
},
{
"id": "transaction",
"name": "Transaction Details",
"movable": true,
"fields": [
"transactionId",
"orderNumber",
"saleDate",
"fulfillmentDate",
"servicePeriod",
"currency",
"exchangeRate",
"paymentTerms",
"locationOfSupply",
"fulfillmentMethod"
]
},
{
"id": "items",
"name": "Products and Services",
"movable": true,
"fields": [
"productName",
"productDescription",
"sku",
"barcode",
"gtin",
"quantity",
"unitOfMeasure",
"unitPrice",
"priceType",
"lineGrossAmount",
"lineDiscount",
"lineTax",
"lineNetAmount",
"serialNumber",
"lotNumber",
"batchNumber",
"expirationDate",
"warrantyInformation",
"subscriptionPeriod",
"employeeOrProvider",
"projectCode",
"itemCategory",
"countryOfOrigin",
"customAttributes",
"backorderStatus"
]
},
{
"id": "discounts",
"name": "Discounts and Promotions",
"movable": true,
"fields": [
"listPrice",
"customerSpecificPrice",
"promotionalPrice",
"couponCode",
"loyaltyDiscount",
"volumeDiscount",
"bundleDiscount",
"contractDiscount",
"employeeDiscount",
"manualDiscount",
"discountReason",
"discountSubtotal",
"discountAllocation"
]
},
{
"id": "taxes",
"name": "Tax Details",
"movable": true,
"fields": [
"taxInclusiveIndicator",
"taxJurisdiction",
"taxType",
"taxRate",
"taxCode",
"lineTaxAmount",
"taxSubtotalByRate",
"exemptionStatus",
"exemptionReason",
"exemptionCertificateNumber",
"reverseChargeIndicator",
"zeroRatedIndicator",
"taxRounding",
"taxRegistrationRegion",
"specialTaxes"
]
},
{
"id": "totals",
"name": "Totals",
"movable": true,
"fields": [
"subtotal",
"totalItemDiscounts",
"orderLevelDiscount",
"shippingCharge",
"handlingCharge",
"serviceCharge",
"gratuity",
"surcharge",
"deposit",
"storeCredit",
"giftCardAmount",
"taxTotal",
"totalBeforePayment",
"amountPaid",
"amountDue",
"changeDue",
"roundingAdjustment",
"grandTotal",
"savingsTotal"
]
},
{
"id": "payments",
"name": "Payment Information",
"movable": true,
"fields": [
"paymentMethod",
"paymentAmountByMethod",
"cardBrand",
"maskedCardNumber",
"authorizationCode",
"paymentTransactionId",
"paymentStatus",
"paymentDateTime",
"bankTransferReference",
"checkNumber",
"giftCardNumber",
"voucherNumber",
"financingDetails",
"depositApplied",
"refundAmount",
"refundMethod",
"paymentTerms",
"balanceDue"
]
},
{
"id": "shipping",
"name": "Shipping and Delivery",
"movable": true,
"fields": [
"shippingMethod",
"carrier",
"trackingNumber",
"deliveryAddress",
"pickupLocation",
"expectedDeliveryDate",
"actualDeliveryDate",
"deliveryConfirmation",
"packageCount",
"shippingTax",
"deliveryInstructions"
]
},
{
"id": "compliance",
"name": "Legal and Compliance",
"movable": true,
"fields": [
"legalInvoiceIdentifier",
"fiscalDeviceNumber",
"fiscalSignature",
"qrCode",
"barcode",
"governmentVerificationUrl",
"digitalSignature",
"auditTrailId",
"electronicReportingStatus",
"governmentSubmissionId",
"submissionTimestamp",
"privacyNotice",
"termsAndConditions",
"consumerRightsNotice",
"ageVerificationRecord",
"regulatedProductLicenseData"
]
},
{
"id": "returns",
"name": "Returns and Refunds",
"movable": true,
"fields": [
"returnPolicy",
"returnByDate",
"refundEligibility",
"originalReceiptReference",
"returnedItem",
"returnQuantity",
"returnReason",
"refundAmount",
"restockingFee",
"exchangeItem",
"storeCreditIssued",
"refundApproval",
"refundStatus",
"productCondition",
"warrantyClaimNumber"
]
},
{
"id": "footer",
"name": "Footer and Communication",
"movable": true,
"fields": [
"thankYouMessage",
"customerServiceMessage",
"receiptDownloadLink",
"receiptDeliveryChannel",
"emailSubject",
"emailBody",
"smsMessage",
"receiptAttachment",
"language",
"accessibilityFormat",
"deliveryStatus",
"resendOption",
"communicationLog"
]
}
],
"customFields": {
"enabled": true,
"fieldTypes": [
"Text",
"Number",
"Currency",
"Date",
"Time",
"Date and time",
"Dropdown",
"Multiple selection",
"Checkbox",
"Radio button",
"URL",
"Email",
"Phone",
"Image",
"Barcode",
"QR code",
"Calculated field",
"Signature",
"Long text"
],
"customFieldRules": [
"Required",
"Optional",
"Visible conditionally",
"Automatically calculated",
"Read-only",
"Staff editable",
"Customer editable"
]
}},
"automation": {"automationModes": ["Always automated","Automated when data exists","Manual entry","Manual override","Approval required","Calculated automatically","Imported from integration","Generated by AI","Generated by rules","Generated by workflow"],
"dataSources": [
"Point of sale",
"Ecommerce platform",
"CRM",
"ERP",
"Accounting software",
"Inventory system",
"Product catalog",
"Tax engine",
"Payment gateway",
"Bank feed",
"Shipping provider",
"Warehouse system",
"Loyalty platform",
"Subscription platform",
"Government fiscalization service",
"Email provider",
"SMS provider",
"Customer portal",
"Manual entry",
"OCR",
"AI extraction",
"API",
"CSV import",
"Webhook"
],
"triggerEvents": [
"Order created",
"Payment authorized",
"Payment captured",
"Payment failed",
"Order fulfilled",
"Order shipped",
"Order delivered",
"Receipt generated",
"Receipt printed",
"Receipt emailed",
"Receipt downloaded",
"Refund requested",
"Refund approved",
"Refund completed",
"Customer profile updated",
"Tax status changed",
"Inventory updated",
"Payment settled",
"Chargeback received"
],
"actions": [
"Populate field",
"Calculate value",
"Show field",
"Hide field",
"Move field",
"Change template",
"Apply tax rule",
"Apply discount",
"Generate barcode",
"Generate QR code",
"Generate PDF",
"Generate HTML",
"Generate XML",
"Print receipt",
"Email receipt",
"Send SMS",
"Send push notification",
"Create customer record",
"Update CRM",
"Update accounting system",
"Update inventory",
"Create refund",
"Issue store credit",
"Submit to tax authority",
"Request approval",
"Create audit record",
"Flag exception",
"Start reconciliation",
"Export data"
]},
"integrations": {"categories": ["POS","Ecommerce","CRM","ERP","Accounting","Inventory","Payments","Tax","Shipping","Loyalty","Subscriptions","Banking","Government reporting","Email","SMS","Cloud storage","Analytics"],"connectionMethods": ["OAuth","API key","Webhook","REST API","GraphQL API","CSV import","Scheduled sync","Manual upload"]},
"validation": {"requiredFieldRules": true,"dataTypeValidation": true,"taxValidation": true,"currencyValidation": true,"duplicateReceiptDetection": true,"receiptNumberUniqueness": true,"paymentTotalValidation": true,"taxCalculationValidation": true,"refundAmountValidation": true,"customValidationRules": true},
"security": {"maskSensitivePaymentData": true,"roleBasedPermissions": true,"approvalWorkflows": true,"auditTrail": true,"encryptionAtRest": true,"encryptionInTransit": true,"dataRetentionRules": true,"privacyControls": true,"customerDataExport": true,"customerDataDeletion": true},
"outputs": ["Printed receipt","PDF receipt","HTML receipt","Email receipt","SMS receipt","Mobile receipt","Customer portal receipt","Tax authority format","Accounting export","ERP export","CSV export","JSON export","XML export","API response"]}
Create a flexible receipt-building and receipt-automation platform for businesses.The platform should allow users to create multiple receipt types, including sales receipts, payment receipts, tax receipts, tax invoices, refund receipts, exchange receipts, subscription receipts, service receipts, donation receipts, deposit receipts, and custom receipts.
The system must provide a visual receipt editor with drag-and-drop functionality. Users should be able to add, remove, hide, show, reorder, resize, rename, group, and customize every receipt element. Each field should be independently configurable.
Every receipt field must support at least the following visibility states:
Always visible.
Visible only when data is available.
Hidden.
Visible only for selected receipt types.
Visible only for selected customer types.
Visible only for selected countries, regions, tax jurisdictions, stores, or sales channels.
Users must be able to move fields to different areas of the receipt. The available areas should include the header, seller information, customer information, transaction details, line items, discounts, taxes, totals, payment information, shipping, legal and compliance information, returns and refunds, notes, and footer.
Users should be able to rearrange both individual fields and entire sections. The editor should support drag-and-drop ordering, moving fields up or down, changing field alignment, placing fields side by side, and switching between single-column, two-column, three-column, table, stacked, inline, and card layouts.
The user must be able to select a receipt size from common predefined formats. Include 58mm and 80mm thermal receipts, A6, A5, A4, US Letter, responsive digital receipts, email receipts, PDF receipts, and mobile receipts. Also provide a custom-size option where users can specify width, height, measurement units, margins, padding, and page orientation.
The receipt editor should allow users to customize branding and visual presentation. Customization options must include business logo, colors, fonts, font sizes, font weights, alignment, spacing, dividers, borders, backgrounds, icons, images, watermarks, page margins, footer design, header design, and accessibility settings.
The platform must support custom fields. Users should be able to create text, number, currency, date, time, date-and-time, dropdown, multi-select, checkbox, radio button, URL, email, phone, image, barcode, QR code, calculated, signature, and long-text fields.
Each custom field must support configuration options such as required, optional, read-only, staff editable, customer editable, automatically calculated, conditionally visible, imported from an integration, and included only in selected receipt templates.
The platform should include a complete standard receipt field library.
The header field library should include receipt title, logo, business name, business address, business phone, business email, website, receipt number, receipt date, receipt time, document status, original receipt reference, and receipt version.
The seller field library should include legal business name, trading name, business registration number, tax registration number, industry license details, store name, store address, register ID, terminal ID, cashier, salesperson, sales channel, and seller entity.
The customer field library should include customer name, company name, customer address, billing address, delivery address, email, phone, tax ID, account number, loyalty number, purchase order number, customer type, and consent status.
The transaction field library should include transaction ID, order number, sale date, fulfillment date, service period, currency, exchange rate, payment terms, location of supply, and fulfillment method.
The line-item field library should include product name, product description, SKU, barcode, GTIN, quantity, unit of measure, unit price, price type, gross amount, item discount, item tax, net amount, serial number, lot number, batch number, expiration date, warranty information, subscription period, employee or service provider, project code, item category, country of origin, custom attributes, and backorder status.
The discount field library should include list price, customer-specific price, promotional price, coupon code, loyalty discount, volume discount, bundle discount, contract discount, employee discount, manual discount, discount reason, discount subtotal, and discount allocation.
The tax field library should include tax-inclusive or tax-exclusive status, tax jurisdiction, tax type, tax rate, tax code, line tax amount, tax subtotal by rate, exemption status, exemption reason, exemption certificate number, reverse-charge indicator, zero-rated indicator, tax rounding, tax registration region, and special taxes.
The totals field library should include subtotal, total item discounts, order-level discount, shipping charge, handling charge, service charge, gratuity, surcharge, deposit, store credit, gift card amount, tax total, total before payment, amount paid, amount due, change due, rounding adjustment, grand total, and savings total.
The payment field library should include payment method, payment amount by method, card brand, masked card number, authorization code, payment transaction ID, payment status, payment date and time, bank transfer reference, check number, gift card number, voucher number, financing details, deposit applied, refund amount, refund method, payment terms, and balance due.
The shipping field library should include shipping method, carrier, tracking number, delivery address, pickup location, expected delivery date, actual delivery date, delivery confirmation, package count, shipping tax, and delivery instructions.
The legal and compliance field library should include legal invoice identifier, fiscal device number, fiscal signature, QR code, barcode, government verification URL, digital signature, audit trail ID, electronic reporting status, government submission ID, submission timestamp, privacy notice, terms and conditions, consumer rights notice, age verification record, and regulated product license data.
The returns and refunds field library should include return policy, return-by date, refund eligibility, original receipt reference, returned item, return quantity, return reason, refund amount, restocking fee, exchange item, store credit issued, refund approval, refund status, product condition, and warranty claim number.
The footer and communication field library should include thank-you message, customer service message, download link, delivery channel, email subject, email body, SMS message, attachment, language, accessibility format, delivery status, resend option, and communication log.
Every field should have an automation configuration panel. The available automation methods should include:
Always automated.
Automatically populated when data exists.
Manually entered.
Manually overridden.
Automatically calculated.
Imported from an integration.
Generated by an AI extraction system.
Generated by a rules engine.
Generated by a workflow.
Approval required before display or processing.
The system should allow users to choose the source of each field. Supported sources should include point-of-sale systems, ecommerce platforms, CRM systems, ERP systems, accounting software, inventory systems, product catalogs, tax engines, payment gateways, bank feeds, shipping providers, warehouse systems, loyalty platforms, subscription platforms, government fiscalization services, email providers, SMS providers, customer portals, APIs, webhooks, CSV imports, OCR, AI extraction, and manual entry.
Users should be able to build conditional rules. Examples include:
Display the customer tax ID only when the customer is a business.
Display tax exemption information only when the customer is tax exempt.
Display shipping information only when the order requires delivery.
Display a tracking number only after shipment.
Display payment terms when the transaction is unpaid or partially paid.
Display a refund section only for refund receipts.
Use a different tax calculation based on the destination.
Use a different receipt format based on the sales channel.
Use a different logo based on the seller entity.
Require manager approval for discounts above a selected threshold.
Require age verification for restricted products.
Send a digital receipt when the customer declines a printed receipt.
Add a legal notice based on product category or jurisdiction.
Show loyalty savings when a loyalty account is attached.
Show the original receipt reference when processing a return or exchange.
The system should support calculations for subtotal, discounts, taxes, shipping, service charges, tips, surcharges, deposits, store credit, gift cards, amount paid, amount due, change due, rounding adjustments, grand total, savings, profit margin, commissions, and refund amounts.
The platform should include integrations for POS, ecommerce, CRM, ERP, accounting, inventory, payment processing, tax calculation, shipping, loyalty, subscriptions, banking, government reporting, email, SMS, cloud storage, and analytics.
The platform should support OAuth, API keys, webhooks, REST APIs, GraphQL APIs, CSV imports, scheduled synchronization, and manual uploads.
Receipt generation should be triggered by events such as order creation, payment authorization, payment capture, payment failure, fulfillment, shipment, delivery, receipt generation, printing, emailing, downloading, refund request, refund approval, refund completion, inventory updates, customer profile changes, tax status changes, payment settlement, and chargebacks.
The system should support automated actions including populating a field, calculating a value, displaying or hiding a field, moving a field, changing a template, applying a tax rule, applying a discount, generating a barcode, generating a QR code, generating a PDF, generating HTML, generating XML, printing, emailing, sending SMS, sending push notifications, updating a CRM, updating accounting records, updating inventory, creating a refund, issuing store credit, submitting information to a tax authority, requesting approval, creating an audit record, flagging an exception, starting reconciliation, and exporting data.
The platform should include validation and error handling. It should validate required fields, data types, tax calculations, currencies, unique receipt numbers, payment totals, refund amounts, customer tax IDs, and jurisdiction-specific requirements.
The system should detect duplicate receipts and identify inconsistencies such as a payment total that does not equal the receipt total, an incorrect tax amount, an invalid tax exemption, a refund greater than the original payment, or a missing required compliance field.
The platform should support roles and permissions. Administrators should control templates, integrations, tax settings, numbering, and user permissions. Managers should approve discounts, refunds, and exceptions. Staff should create transactions and make permitted edits. Customers should view or download receipts and manage their communication preferences.
Sensitive data must be protected. Card information should be masked. The system should support role-based permissions, encryption, audit trails, data retention rules, privacy controls, customer data export, and customer data deletion.
The system should generate printed receipts, PDFs, HTML receipts, email receipts, SMS receipts, mobile receipts, customer portal receipts, tax authority documents, accounting exports, ERP exports, CSV files, JSON, XML, and API responses.
The user interface should include:
A template library.
A drag-and-drop receipt editor.
A field library.
A properties panel.
An automation panel.
A conditional rules builder.
A data source selector.
A live receipt preview.
Desktop, tablet, mobile, thermal, and print previews.
A test-data mode.
A validation panel.
A version history panel.
An integration settings area.
A publishing and activation control.
A receipt analytics dashboard.
Users should be able to save multiple templates, duplicate templates, archive templates, assign templates to stores or channels, create draft versions, test templates, publish templates, roll back to earlier versions, and assign effective dates.
The result should be a modular receipt platform where every receipt element can be turned on or off, automated, manually entered, calculated, conditionally shown, moved to another location, styled independently, connected to a data source, and included in one or more output formats.
┌─────────────────────────┐
│ Receipt Design │
├─────────────────────────┤
│ • Sections │
│ • Fields │
│ • Drag and drop │
│ • Ordering │
│ • Visibility │
│ • Custom fields │
└────────────┬────────────┘
│
│
┌─────────────────────────┐ ┌────────▼────────┐ ┌─────────────────────────┐
│ Data Sources │ │ │ │ Automation Rules │
├─────────────────────────┤ │ │ ├─────────────────────────┤
│ • POS │ │ │ │ • Show or hide fields │
│ • Ecommerce │ │ │ │ • Calculate totals │
│ • CRM │ │ CUSTOMIZABLE │ │ • Apply tax rules │
│ • ERP │─────────────▶│ RECEIPT │◀─────────────│ • Apply discounts │
│ • Accounting │ │ PLATFORM │ │ • Require approval │
│ • Inventory │ │ │ │ • Select templates │
│ • Payment gateways │ │ │ │ • Trigger workflows │
│ • Tax engines │ │ │ │ • Generate documents │
│ • Shipping providers │ │ │ │ │
│ • APIs and webhooks │ └────────┬─────────┘ └─────────────────────────┘
└─────────────────────────┘ │
│
┌────────────▼────────────┐
│ Receipt Elements │
├─────────────────────────┤
│ • Header │
│ • Seller │
│ • Customer │
│ • Transaction │
│ • Line items │
│ • Discounts │
│ • Taxes │
│ • Totals │
│ • Payments │
│ • Shipping │
│ • Compliance │
│ • Returns │
│ • Footer │
└────────────┬────────────┘
│
┌────────────────────────┐ │ ┌────────────────────────┐
│ Formatting and Layout │ │ │ Validation and Security│
├────────────────────────┤ │ ├────────────────────────┤
│ • Thermal sizes │ │ │ • Required fields │
│ • A4 and Letter │ │ │ • Tax validation │
│ • Custom dimensions │ │ │ • Payment validation │
│ • Columns │ │ │ • Duplicate detection │
│ • Fonts │ │ │ • Masked card data │
│ • Colors │ │ │ • Permissions │
│ • Logos │ │ │ • Audit trail │
│ • QR and barcodes │ │ │ • Encryption │
└────────────┬───────────┘ │ └────────────┬───────────┘
│ │ │
└───────────────────────────▼────────────────────────────┘
│
┌────────────▼────────────┐
│ Delivery and Outputs │
├─────────────────────────┤
│ • Print │
│ • PDF │
│ • Email │
│ • SMS │
│ • Mobile │
│ • Customer portal │
│ • Tax authority │
│ • Accounting export │
│ • ERP export │
│ • JSON and XML │
│ • API response │
└─────────────────────────┘[Transaction Created]
│
▼
[Collect Data]
│
├── POS
├── Ecommerce
├── CRM
├── ERP
├── Payment Gateway
├── Inventory
├── Shipping
└── Manual Entry
│
▼
[Apply Automation Rules]
│
├── Populate fields
├── Calculate totals
├── Calculate tax
├── Apply discounts
├── Apply conditional visibility
├── Request approval
└── Select receipt template
│
▼
[Validate Receipt]
│
├── Required fields
├── Tax rules
├── Payment totals
├── Refund limits
├── Compliance fields
└── Duplicate receipt check
│
▼
[Generate Receipt]
│
├── Thermal receipt
├── PDF
├── HTML
├── JSON
├── XML
└── Mobile receipt
│
▼
[Deliver Receipt]
│
├── Print
├── Email
├── SMS
├── Push notification
└── Customer portal
│
▼
[Post-Transaction Actions]
│
├── Update accounting
├── Update inventory
├── Update CRM
├── Submit tax report
├── Reconcile payment
├── Create audit record
└── Trigger refund or return workflowReceipt Builder and Automation Platform
Create a configurable platform that allows businesses to design, automate, generate, distribute, and manage receipts across physical and digital channels.
The user should be able to:
Create a receipt template.
Choose a receipt type.
Select the receipt size.
Add receipt elements from a field library.
Turn individual elements on or off.
Move elements between receipt sections.
Rearrange fields using drag and drop.
Configure field visibility rules.
Choose whether fields are automated, calculated, imported, manually entered, or approval-based.
Connect fields to data sources.
Apply conditional logic.
Preview the receipt using test data.
Validate the receipt.
Publish the template.
Assign the template to a store, country, channel, customer type, or transaction type.
Generate and deliver the receipt automatically.
Required capabilities:
Create template
Edit template
Duplicate template
Archive template
Publish template
Unpublish template
Schedule template activation
Assign template to business location
Assign template to sales channel
Assign template to receipt type
Create template versions
Restore previous version
Preview template
Test template with sample data
Required capabilities:
Drag-and-drop editing
Section-level reordering
Field-level reordering
Add field
Remove field
Duplicate field
Rename field label
Change field width
Change field alignment
Change field format
Change field visibility
Change field data source
Configure automation
Configure conditional logic
Configure permissions
Add custom fields
Every field should have these settings:
Field name
Display label
Internal field ID
Field type
Section
Position
Visibility
Required status
Data source
Automation mode
Calculation formula
Conditional rules
Default value
Formatting rules
Permissions
Localization settings
Privacy settings
Validation rulesThe standard sections should include:
Header
Seller information
Customer information
Transaction details
Products and services
Discounts and promotions
Tax details
Totals
Payment information
Shipping and delivery
Legal and compliance
Returns and refunds
Internal notes
Footer and communication
Sections should be independently:
Enabled or disabled
Reordered
Resized
Styled
Assigned visibility rules
Assigned to receipt types
Assigned to customer types
Assigned to sales channels
Assigned to jurisdictions
The automation engine should allow each field to use one of the following modes:
Mode | Description |
|---|---|
Manual | User enters the value |
Imported | Value comes from an external system |
Calculated | Value is produced by a formula |
Rule-based | Value is selected according to conditions |
AI-generated | Value is extracted or classified using AI |
Workflow-generated | Value is created by an event or workflow |
Approval-based | Value is held until an authorized user approves it |
Overrideable | Automated value can be manually changed |
Read-only | Value can be displayed but not edited |
The rule builder should use a visual “when, if, then” interface.
Example:
WHEN:
Receipt type equals "Tax Invoice"IF:Customer type equals "Business"
THEN:Show customer tax IDShow billing addressShow purchase order numberShow tax registration information
Additional examples:
WHEN:
Order status changes to "Paid"THEN:Generate receiptCreate PDFEmail receiptUpdate accounting system
WHEN:
Payment method equals "Card"THEN:Show card brandShow masked card numberShow authorization codeHide cash change field
WHEN:
Transaction type equals "Refund"THEN:Show original receipt numberShow refund amountShow return reasonShow refund method
WHEN:
Country equals selected jurisdictionTHEN:Apply jurisdiction-specific taxShow required legal noticeGenerate required compliance code
The platform should support:
58mm thermal receipt
80mm thermal receipt
A6
A5
A4
US Letter
Custom dimensions
Digital responsive layout
Mobile layout
Email layout
PDF layout
Users should be able to configure:
Width
Height
Orientation
Margins
Padding
Columns
Field widths
Section spacing
Line spacing
Page breaks
Header and footer behavior
Repeating headers for multi-page receipts
Automatic scaling
Print-safe areas
The platform should connect to:
POS systems
Ecommerce platforms
CRM systems
ERP systems
Accounting platforms
Inventory systems
Product catalogs
Payment gateways
Tax services
Shipping providers
Warehouse systems
Loyalty platforms
Subscription platforms
Banking feeds
Government reporting systems
Email providers
SMS providers
Customer portals
Analytics platforms
The system should generate:
Printed receipts
Thermal receipts
PDFs
HTML receipts
Email receipts
SMS receipts
Mobile receipts
Customer portal receipts
JSON documents
XML documents
CSV exports
Accounting exports
ERP exports
Government-compliant documents
API responses
The system should detect:
Missing required fields
Invalid field formats
Duplicate receipt numbers
Invalid tax IDs
Incorrect tax rates
Invalid tax exemptions
Payment total mismatches
Refunds greater than original payments
Missing compliance fields
Unsupported currencies
Invalid exchange rates
Missing product data
Missing customer information
Failed integrations
Failed delivery attempts
Unsynchronized payment status
Each error should include:
Error type
Affected field
Explanation
Severity
Suggested fix
Ability to ignore when permitted
Audit record
Can:
Manage all templates
Configure integrations
Configure tax rules
Manage numbering schemes
Manage security settings
Manage users and permissions
Can:
Approve discounts
Approve refunds
Approve exceptions
Edit transactions
Reprint receipts
Review audit records
Can:
Create transactions
Add customers
Apply permitted discounts
Print receipts
Send receipts
Process permitted returns
Can:
View receipts
Download receipts
Request a resend
Manage delivery preferences
Access return information
The platform should include:
Masked payment information
Encryption in transit
Encryption at rest
Role-based permissions
Audit logs
Receipt version history
Data retention settings
Privacy controls
Customer data export
Customer data deletion
Secure receipt download links
Expiring receipt links
Access logging
Approval tracking
{
"templateId": "receipt_template_001",
"name": "Retail Store Standard Receipt",
"status": "published",
"receiptType": "sales_receipt",
"size": {
"type": "thermal",
"width": 80,
"height": null,
"unit": "mm"
},
"sections": [
{
"id": "header",
"enabled": true,
"position": 1,
"layout": "center",
"fields": [
{
"id": "businessLogo",
"enabled": true,
"visibility": "always",
"automationMode": "imported",
"dataSource": "businessProfile.logo"
},
{
"id": "receiptNumber",
"enabled": true,
"visibility": "always",
"automationMode": "generated",
"dataSource": "receipt.number"
},
{
"id": "receiptDate",
"enabled": true,
"visibility": "always",
"automationMode": "generated",
"dataSource": "transaction.date"
}
]
},
{
"id": "customer",
"enabled": true,
"position": 2,
"layout": "two_column",
"visibilityRule": {
"operator": "customer_exists",
"value": true
},
"fields": [
{
"id": "customerName",
"enabled": true,
"visibility": "when_data_exists",
"automationMode": "imported",
"dataSource": "customer.name"
},
{
"id": "customerTaxId",
"enabled": true,
"visibility": "conditional",
"automationMode": "imported",
"dataSource": "customer.taxId",
"condition": {
"field": "customer.type",
"operator": "equals",
"value": "business"
}
}
]
},
{
"id": "items",
"enabled": true,
"position": 3,
"layout": "table",
"fields": [
{
"id": "productName",
"enabled": true,
"automationMode": "imported",
"dataSource": "order.items[].name"
},
{
"id": "quantity",
"enabled": true,
"automationMode": "imported",
"dataSource": "order.items[].quantity"
},
{
"id": "unitPrice",
"enabled": true,
"automationMode": "imported",
"dataSource": "order.items[].unitPrice"
},
{
"id": "lineTotal",
"enabled": true,
"automationMode": "calculated",
"formula": "quantity * unitPrice - lineDiscount + lineTax"
}
]
},
{
"id": "totals",
"enabled": true,
"position": 4,
"layout": "right_aligned",
"fields": [
{
"id": "subtotal",
"enabled": true,
"automationMode": "calculated",
"formula": "sum(lineItems.lineTotalBeforeTax)"
},
{
"id": "taxTotal",
"enabled": true,
"automationMode": "calculated",
"formula": "sum(lineItems.tax)"
},
{
"id": "grandTotal",
"enabled": true,
"automationMode": "calculated",
"formula": "subtotal - discounts + shipping + tax + fees"
}
]
}
],
"delivery": {
"defaultChannel": "email",
"availableChannels": [
"print",
"email",
"sms",
"mobile",
"customer_portal"
],
"automaticDelivery": true,
"trigger": "payment_captured"
}
}The platform is successful when a user can:
Build a receipt without coding.
Select any standard receipt field.
Add custom fields.
Turn every field on or off.
Move fields and sections freely.
Configure field automation.
Connect fields to external data sources.
Build conditional rules.
Create calculated fields.
Select or define receipt dimensions.
Preview receipts in multiple formats.
Validate the receipt before publishing.
Generate receipts automatically after a transaction.
Deliver receipts through multiple channels.
Maintain compliance, security, and auditability.
The core design principle is:
Every receipt element should be configurable, movable, conditionally visible, automatable, manually overrideable, connected to a data source, and available across multiple receipt formats and delivery channels.