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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.png
  2. Select Create Receipt Template
    create_receipt_template.png
  3. Fill in fields on the Document tab
    document_fields.png
    • 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.png
  5. Configure Thermal fields
    thermal_fields.png
  6. Select Save New Receipt Template
    save_new_receipt_template.png
  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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