Auto-create receipt from email and forward to payer

Status
Not open for further replies.

ramjet

New Member
Outlook version
Outlook 2013 64 bit
Email Account
Exchange Server
The organisation I work for has a PayPal account to accept payments from customers. When a payment has been made, PayPal sends us an email with details of the customer's name, email address, amount paid etc.

We would like to do the following;

1. From the PayPal message, extract the transaction date, customer's name, email address, item purchased, item number and amount paid.

2. The details extracted are then pasted into a template to form a receipt cum invoice. The template will have a logo, possibly a "PAID" watermark and certain text required to meet local tax laws.

3. The receipt/invoice is then saved and emailed to the customer.

We would want this all to happen automatically ie upon receipt of the PayPal email.

Would this be possible, and if so, could you please suggest a source for suitable and adaptable scripts? I found this on your site but I think only a small part of it would be suitable;

http://www.slipstick.com/developer/run-a-script-rule-autoreply-using-a-template/

Though I have some experience setting up macros in Excel, I am prepared to give it a go.
 
Yes, it's possible. Are you using an attached document or an email as the receipt?
You need to use a regex to grab the values and can use bookmarks in the template to insert them.

I receive reminders from a google calendar and use a regex to grab the information from the email and send it to bookmarks in word to create a pdf invoice. I have to select the reminder and add the pdf to the email message which it creates.

Regex: http://www.slipstick.com/developer/regex-parse-message-text/
Bookmark sample: http://www.slipstick.com/developer/create-letter-contact-vba/

This is the regex i use to get values from an email and save to a global variable. It could easily be converted to a script to use in a rule. If you get multiple receipt messages at once, you'll probably need to have all the code in one macro and not use global values.

Code:
    Dim strSubject, strNote, strName, strTo, strDate, strFirst As String 
 
Sub InvoiceGoogleInvite() 
    Dim olMail As Outlook.MailItem 
    Dim Reg1 As RegExp 
    Dim M1 As MatchCollection 
    Dim M As Match 
    Dim strResult(4) As String 
    Dim strTest(4) As String 
       
   Set olMail = Application.ActiveExplorer().Selection(1)
  If InStr(1, olMail.To, "Google Calendar") > 0 Then 
       MsgBox ("Not a Google Calendar Reminder") 
       Exit Sub 
    End If 
   
   Set Reg1 = New RegExp 
  
 
For i = 1 To 4 
strResult(i) = "" 
With Reg1 
    Select Case i 
    Case 1 
        .Pattern = "(Attendees\s*[:]\s*(.*)\((.*[@].*)\)\s*)\n\s*" 
        .Global = False 
      
   Case 2 
       .Pattern = "(Note from (.*)[:]\s*(.*))\n" 
       .Global = False 
  
   Case 3 
       .Pattern = "(When\s*((.*)(.*)[Eastern]))\s*\n" 
       .Global = False 
    Case 4 
        .Pattern = "(-\s*(.*)(.*))\n" 
        .Global = False 
   
   End Select 
   
 
End With 
  
    If Reg1.test(olMail.Body) Then 
   
       Set M1 = Reg1.Execute(olMail.Body) 
        For Each M In M1 
            strResult(i) = M.SubMatches(1) 
            strTest(i) = M.SubMatches(2) 
         
     
        strName = Replace(strResult(1), vbTab, "") ' Trim(strResult(1)) 
         strTo = Replace(strTest(1), vbTab, "") ' Trim(strTest(1)) 
         strNote = Replace(strTest(2), vbTab, "") ' Trim(strTest(2)) 
         strDate = Replace(strResult(3), vbTab, "") ' Trim(strResult(3)) 
         strSubject = Replace(strResult(4), vbTab, "") ' Trim(strResult(4)) 
        'Replace(strResult(2), vbTab, "") 
         Next 
    End If 
         
 
Next i 
 
Dim nn, mm As Variant 
 
nn = InStr(1, strName, " ") 
strFirst = Left(strName, nn) 
mm = InStr(1, strTo, "<") 
strTo = Left(strTo, mm - 2) 
 
Debug.Print strName 
Debug.Print strTo 
Debug.Print strNote 
Debug.Print strDate 
Debug.Print strSubject 
 
Set Reg1 = Nothing 
 
' pass the values to a macro to create invoices 
SendMeetingInvoice 
 
End Sub
 
Thanks Diane.

This gives me something to work with, though it looks pretty daunting.

After I posted my initial query, I played around with a PayPal email message by copying the whole body and pasted it into an Excel spreadsheet. A second spreadsheet referencing the cells in the first, along with a logo and other text, gave me an acceptable form of receipt/invoice to send as an attachment.

I wanted to record a macro in Outlook but there doesn't seem a way to do this. The macro would copy the email body, open the Excel workbook, paste the data, save the workbook under a new name and email the receipt/invoice.

Do you think this would be easier to implement, and if so, what would the code be to copy and paste the data?

In the meantime, I'll try and interpret the script you have kindly given and see how far I get.

Thanks again.
 
Outlook doesn't have a macro recorder - you can use word and tweak the code to work in outlook.

I didn't have a chance today to write up an invoicing article, but it should work for you - sending a pdf is better than sending a spreadsheet (which is more easily edited). Word can save as a pdf. Or you may be able to do the invoice in an email, no attachment.
 
Status
Not open for further replies.
Similar threads
Thread starter Title Forum Replies Date
rc4524 Create auto follow-up reminder email for already sent messages Outlook VBA and Custom Forms 1
S Auto Create new Task upon Current Task completion Outlook VBA and Custom Forms 28
C Visual Basic auto create task from email including attachments Using Outlook 9
D create auto number field in task form Outlook VBA and Custom Forms 4
H Create/Apply auto formatting rules by VB? Outlook VBA and Custom Forms 2
G Macro: Create New Message and Auto populate To Field Outlook VBA and Custom Forms 5
S Create Auto eMail with Web table Content Outlook VBA and Custom Forms 1
P Email address auto-completes work fine on laptop, but no longer on desktop Using Outlook 2
C New pc, new outlook, is it possible to import auto-complete emailaddress Using Outlook 4
R Outlook 365 VBA AUTO SEND WITH DELAY FOR EACH EMAIL Outlook VBA and Custom Forms 0
Nufc1980 Outlook "Please treat this as private label" auto added to some emails - Help. Using Outlook 3
K vba code to auto download email into a specific folder in local hard disk as and when any new email arrives in Inbox/subfolder Outlook VBA and Custom Forms 0
F Auto changing email subject line in bulk Using Outlook 2
T Outlook 2019 Not Using Auto Compete After Deletion of 365 Using Outlook 1
richardwing Auto forward email that is moves into a specific outlook folder Outlook VBA and Custom Forms 5
D Auto Remove [EXTERNAL] from subject - Issue with Macro Using Outlook 21
nmanikrishnan Auto-reply from default account Using Outlook 1
A Imap account not auto syncing inbox at startup Using Outlook 0
K Run a script rule to auto 'send again' on undeliverable emails? Outlook VBA and Custom Forms 1
FryW Need help modifying a VBA script for in coming emails to auto set custom reminder time Outlook VBA and Custom Forms 0
S Auto forward for multiple emails Outlook VBA and Custom Forms 0
DDB VBA to Auto Insert Date and Time in the signature Outlook VBA and Custom Forms 2
V Auto-complete stopped working Using Outlook 4
D auto forward base on email address in body email Outlook VBA and Custom Forms 0
M Replyall macro with template and auto insert receptens Outlook VBA and Custom Forms 1
R Auto Forwarding with different "From" Outlook VBA and Custom Forms 0
P auto-complete is hopelessly broken Using Outlook 0
R Auto Assign Category colours to Incoming Emails based on whom the email is addressed Outlook VBA and Custom Forms 3
C Auto Run VBA Code on new email Outlook VBA and Custom Forms 1
S Outlook Macro to send auto acknowledge mail only to new mails received to a specific shared inbox Outlook VBA and Custom Forms 0
V Auto-Submitted: auto-replied in header Using Outlook 0
R Auto display of new email does not work on non-default account Outlook VBA and Custom Forms 0
B Outlook 2016 Auto-archive creates new folder Using Outlook 3
J Edit auto-complete list in Outlook 2016+/365? Using Outlook 0
P Auto assign shared mailbox Outlook VBA and Custom Forms 1
M Outlook 2010 Problem with OutLook 2010 32 bit, after Windows Auto Update Using Outlook 3
P [SOLVED] Auto remove [EXTERNAL] from subject Using Outlook 16
Z Add text to auto-forwarded e-mail Outlook VBA and Custom Forms 4
N Disable Auto Read Receipts sent after using Advanced Find Using Outlook 4
Q Prompt button to auto turn on Out of Office Outlook VBA and Custom Forms 3
P Auto Insert Current Date or Time into Email Subject Outlook VBA and Custom Forms 2
S Messages moved / deleted by auto-archive are not synchronized to exchange Exchange Server Administration 8
B Outlook 2010 is Auto Purging when not configured for that Using Outlook 1
M VBA to auto forward message with new subject and body text Outlook VBA and Custom Forms 8
A Auto Accept Meetings from the General Calendar Using Outlook 3
R auto send email when meeting closes from a shared calendar only Outlook VBA and Custom Forms 2
S auto-mapping mailboxes in outlook impacting an ost file? Exchange Server Administration 2
M Auto expand Distribution List Before Sending Email Outlook VBA and Custom Forms 1
M Auto-export mail to Excel Outlook VBA and Custom Forms 2
Ms_Cynic Auto-pasting email content in calendar appt? Using Outlook 2

Similar threads

Back
Top