GoCardless Receipts

What changed:

• Pressing Start syncing all past payments now only queues the sync, so it no longer tries to process the whole history inside the browser request.
• The sync now continues in the background after you leave the page.
• The Sync History page now shows a live status panel with an animated progress bar, processed/created/updated/skipped/error counters, timestamps, and the current payment being worked on.

What changed:

• Added a new Sync History admin submenu to backfill past GoCardless payments
• Added a PDF Options setting so PDF downloads can be turned off completely
• Upgraded the PDF to a cleaner invoice-style layout
• PDF receipts now include richer customer details such as name, company, email, phone, address, and bank name when available
• Kept the customer email login portal and hid PDF links automatically when PDFs are disabled

How to use it:

• In WordPress, go to GoCardless Receipts → Sync History
• Click Start syncing all past payments
• In GoCardless Receipts → Settings → PDF Options, untick Enable PDF downloads if you want HTML-only receipts
• The receipt design settings are still under Settings → Receipt Design

What changed:

• Customers can sign in using their email address through a passwordless magic-link flow
• Added a customer portal shortcode: [gocardless_receipts_portal]
• Customers can view only their own receipts
• Customers can download receipts as PDF
• Added receipt design settings for:
• logo URL
• accent colour
• heading colour
• text colour
• background colour
• footer text
• receipt notes
• Added portal settings for:
• portal page URL
• intro text
• login email subject

How to use it:

• Create a WordPress page for the portal
• Add [gocardless_receipts_portal] to that page
• In GoCardless Receipts → Settings, set the Portal Page URL to that page
• Configure the receipt styling options in the same settings screen

Notes:

• The PDF generator is built into the plugin and creates a downloadable PDF without needing extra libraries
• The PDF version is simpler than the HTML receipt design, but it is downloadable and customer-friendly
• Customer access is matched against the email address saved on each receipt

What it does:

• Connects to GoCardless using an access token
• Supports live and sandbox modes
• Exposes a webhook endpoint for GoCardless
• Verifies webhook signatures using HMAC, which matches GoCardless’ webhook guidance
• Generates a receipt when payment webhooks arrive
• Handles payments events for confirmed and paid_out, both of which are relevant GoCardless payment outcome events
• Lets you manually sync a payment ID to generate a receipt for older payments
• Provides shortcodes for a receipt list and a single receipt
• Produces printable HTML receipts with a “Print / Save as PDF” button