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Templates


 

Create New Receipt Templates

 

Overview

This article will show you how to create a new Receipt Template.

Instructions

  1. Navigate to Configuration > Templates > Receipt Templates
    configuration_templates_receipt_templates.jpg
  2. Select Create Receipt Template
    select_create_receipt_template.jpg
  3. Fill in fields
    fill_in_receipt_template_fields.jpg
    • Name: Create receipt title
    • Return Email: Input an email for the receipt to return to
    • Header: Create a header
    • Footer: Create a footer
  4. Select Save New Receipt Template
    select_save_new_receipt_template.jpg

Your new Receipt Template can now be Assigned to an appropriate location




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  • Avatar
    Kami Omodt

    What do you use this for or rather how would you connect a specific receipt for a specific function. For example, if i create a refund receipt that has information unique to receipts how do make sure the refund transactions pulls the refund receipt i created?

  • Avatar
    Katrina

    What does the receipt look like when it is sent? Is there a way to send a test receipt?

  • Avatar
    Alyssa Cook

    Hi Kami,

    At this time, while you can assign receipts to facilities, there is not a function to connect receipts to specific functions like refunds. If you would like to see this become a feature of CivicRec, we would encourage you to submit a feature request so that this function can benefit the entire CivicRec community. (Instructions for that process can be found here: https://www.civicrec.civicplus.help/hc/en-us/articles/360026243673-Submit-a-Feature-Request)

    Thanks for your time!

    Alyssa

  • Avatar
    Alyssa Cook

    Hi Katrina,

    You can always view receipts using the View Receipt tool (https://www.civicrec.civicplus.help/hc/en-us/articles/360008842273-Use-the-View-Receipt-Tool-). You can also view receipts from completed transactions using the Transaction Browser (https://www.civicrec.civicplus.help/hc/en-us/articles/360008692694-Use-the-Transaction-Browser). There isn't a specific "Test Receipt" function, but if you would like to generate a test receipt, it might be easiest to process a test transaction and using the receipt from that to ensure that everything appears the way that you would like.

    Thanks for your time!

    Alyssa