How to automatically export payment summary using Gravity Forms

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The following guide shows how to setup an automatic daily email that includes a summary of payments processed through a form in Gravity Forms.

The email will have a CSV file attached with the following days sales completed through the form.

This may be useful if you need to reconcile payments with a financial manager or for audit requirements.

This example requires

and assumes you have already installed Entry Automation and setup a form and payment feed.

Configuring Entry Automation to do daily payment summary

  1.  Open the forms settings then the ‘Entry Automation’ tab
  2. Click on the ‘Add New’ button
  4. For ‘Configuration Name’ enter a description for the task – for example “Send daily payment summary to finance”
  5. For ‘Automation Action’ click on ‘Export Entries’
  6. For ‘Start Running Action’ click ‘At a Specific Time’ and choose when the first payment summary is required – note that this will also set the time the email is received each day. For example 3:00 am
  7. For ‘Run Action Every’ enter ‘1 days’
  8. For ‘Select date Range’ set ‘From’ to ‘1 days’ and leave ‘To’ empty
  9. Optional: change ‘File Name’ to a name of your choosing – for example “payment-summary-{timestamp}.csv
  10. For ‘Select Fields’ choose the fields to include in the attached CSV file – at very least choose
    • a text field that the user provided that will uniquely identify them, such as a name
    • entry id
    • transaction id
    • payment amount
    • payment date
    • payment status
  11. Tick ‘End an email with the export file attached’
  12. For ‘Export Email Address’ enter the email address you would like to send the summary to
  13. Optional: tick ‘Delete export file after the email has been sent’

The settings will look like