Receipts Overview

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    System Manager / DevOps  |   19.11 This feature was updated in 19.11.

Journey Manager provides a form user with a receipt that is read-only statement acknowledging the data submitted by the user. Receipts are an essential part of the form submission process. Receipts are PDF forms that are generated, based on form content, for all completed transactions. Each receipt contains a unique receipt number that you can use to identify the corresponding transaction. Maestro allows you to create custom receipts for Maestro forms to optimize them for printing or to implement specific customer requirements. In this case, Manager uses the receipt design to issue the PDF receipt.

Note

The Maestro editor allows you to build a form with a separate receipt design when you select the the Use Separate Receipt Design checkbox.

Receipts are primarily delivered by email. There are two options available to send receipts to users via email:

  • Email a PDF receipt directly to the user as an attachment
  • Email a secure link that allows the user to directly download the PDF receipt
Note

Manager still supports downloading PDF receipts from form confirmation pages. However, this method is not recommended due to performance scaling considerations.

Manager allows you to use the following orchestrations for receipt generation:

Manager generates user receipts in the background by using dedicated PDF receipt server nodes. This approach offers the following improvements:

  • PDF receipt generation can be performed on dedicated PDF receipt generation servers that can be scaled independently.
  • PDF receipts should only be generated by a background thread to improve server efficiently. This is the default option.

The receipt generation process consists of the sub-systems as shown below.

Each of the sub-system uses the following core global services:

  • The Generate Receipt service renders the PDF receipt.
  • The Dynamic PDF Receipt service generates a receipt as it appears on a form. This is the legacy receipt render service.
  • The Dynamic PDF Receipt 2 service provides more receipt customization options.  |  17.10 This feature was introduced in 17.10.
  • The Process Receipt service submits the receipt in the background. This is achieved by using a load balancing mechanism that queues the receipt to a chosen node (in the above diagram, it's a Node 1, Node 2 or Node 3), which can then be processed by one or more threads, depending on the Manager configuration.

Next, learn how to configure receipts server node.