Separate templates are used as the basis for payment receipts and donation receipts. You can customize the content and appearance of receipts on an individual basis before emailing them, or modify their templates to customize all subsequent invoices or receipts.
Payment receipt settings
To display your payment receipt settings, hover over the Finances menu and click Invoice and receipt settings. Within the receipt settings, you can:
- control who is automatically emailed a payment receipt after an online payment has been received, and
- customize the payment receipt template.
If you want the payer to be automatically emailed a payment receipt, check the Send receipt to payer option. If you want to email a copy of the receipt to everyone specified as system email recipients, then check the Copy receipt to organization contact option.
Payment receipts are not automatically emailed when a manual payment is recorded. Administrators can, however, manually email the receipt.
Customizing the payment receipt template
To modify the template used as the basis for payment receipts, click the View/edit receipt template link within your payment receipt settings. You can then click the Send test email button to receive a sample receipt email or click the Edit button to begin customizing the template.
The test receipt email will be sent to the currently logged in administrator. The invoice link in the email is not a live link. Clicking it will not display an invoice but will return a 404 error.
When you click the Edit button, the content editor toolbar appears at the top of the screen. Using the content editor, you can customize the template by adding or removing text, graphics, and macros.
Since the same receipt template is used for all transactions – other than donations – you should not include information specific to any particular kind of transaction. For example, you should avoid including event details or information about individual membership levels.
Payment receipt macros
You can insert macros to include variable information such as contact name.
You cannot edit or otherwise modify macros. You can only insert or remove them.
To insert a macro, click within the template where you want the information to appear, then click the Macro icon within the toolbar. From the list that appears, select the macro you want to use then click the Insert macro button.
Macros available for the payment receipt template include:
{Payment_PublicMemo}
Memo to payer, entered on receipt by the admin
{Payment_Date}
The date the payment was recorded
{Payment_Amount}
The amount of the payment
{Payment_SettledAmount}
The amount of the payment used to settle outstanding invoices
{Payment_Tender}
The method used to make the payment (see Payment types)
{Payment_AvailableBalance}
The available balance for the contact
{SettlementTable}
Details about the invoices this payment has been settled with (see Settling payments to invoices)
Donation receipt settings
To display your donation receipt settings, hover over the Donations menu then click Donation receipt. From your donation receipt settings, you can:
- control who receives donation receipts
- set the next donation receipt number, and
- customize the donation receipt email template.
The donation receipt number is automatically incremented each time a new donation receipt is created. You can set the next receipt number to be used, but if you enter a number that is already in use, multiple donations may end up with the same receipt number.
The receipt number can up to 7 digits in length. If you want the donor to be automatically emailed a donation receipt, check the Payer box. If you want to email a copy of the receipt to everyone specified as system email recipients, then check the Organization contact box.
Customizing the donation receipt template
To modify the template used as the basis for donation receipts, click the View/edit donation receipt template link within your donation receipt settings.
You can then click the Send test email button to receive a sample receipt email or click the Edit button to begin customizing the template.
When you click the Edit button, the content editor toolbar appears at the top of the screen. Using the content editor, you can customize the template by adding or removing text, graphics, and macros.
Donation receipt macros
You can insert macros to include variable information such as contact name.
You cannot edit or otherwise modify macros. You can only insert or remove them.
To insert a macro, click within the template where you want the information to appear, then click the Macro icon within the toolbar. From the list that appears, select the macro you want to use then click the Insert macro button.
Macros available for the donation receipt template include:
{Donation_PublicMemo}
Memo to donor, entered on donation receipt by the admin
{Donation_Number}
The receipt number for the donation
{Donation_Date}
The date the donation was made
{Donation_Amount}
The amount of the donation made
{Donation_Tender}
The payment type used for the donation (see Payment types)
{DonationField_All}
All the fields that were shown on the donation form
