Overview
This article will show you how to create a new Receipt Template.
Instructions
- Navigate to Configuration > Templates > Receipt Templates
- Select Create Receipt Template
- Fill in fields
- Name: Create receipt title
- Return Email: Input an email for the receipt to return to
- Header: Create a header
- Footer: Create a footer
- Select Save New Receipt Template
Your new Receipt Template can now be Assigned to an appropriate location
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?
What does the receipt look like when it is sent? Is there a way to send a test receipt?
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
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