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Create New Receipt Templates

Jackson Wright
  • Updated

 

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
  2. Select Create Receipt Template
    create receipt template
  3. Fill in fields on the Document tab
    document fields
    • Name: Create a receipt title
    • Return Email: Input an email for the receipt to return to
    • Header: Create a header
    • Footer: Create a footer
  4. Navigate to the Thermal tab
    thermal
  5. Configure Thermal fields
    thermal fields
  6. Select Save New Receipt Template
    save new receipt template
  7. Your new Receipt Template can now be assigned to an appropriate location

 

Resources

Comments

Let us know what was helpful or not helpful about the article.

4 comments

Date Votes
  • 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?

    0
  • Katrina

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

    0
  • 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

    0
  • 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

    0

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