Output Formats for Receipts
Output formats determine the fields to export for receipts. Output formats are dependant upon the receipt type you select for a receipt process. If the receipt type is per payment, the applicable output formats are standard, seasonal address, formatted mail, and email. An extended output format exists for formatted mail. If the receipt type is consolidated, the applicable output formats are gift summary, gift detail, formatted mail gift detail, formatted mail gift summary, email gift detail, and email gift summary.
For more information about output formats, see Receipt Output.
Standard receipt output - exports standard receipt fields to merge with the Word form template. Examples include PAYMENTMETHOD and RECEIPTAMOUNT. This output format always uses primary address.
Seasonal address receipt output - exports standard receipt fields with seasonal address data, if applicable. Using this output format, the primary address exports unless a seasonal address is in effect. In this situation, the seasonal address exports.
Email receipt output - uses only mail preferences set for the primary email address.
Formatted mail receipt output - uses address process options. If a default address process option set has been added from the Manage address processing options configuration task, it defaults here. If one has not been added, select the pencil to access the Processing options screen. On this screen, select an address format and a name format and select Save. Name formats must already be set up on the Names tab of the constituent page and Name format defaults should already be set up from the Manage name format options configuration task.
Formatted mail receipt output (extended) - uses address process options. If a default address process option set has been added from the Manage address processing options configuration task, it defaults here. If one has not been added, select the pencil to access the Processing options screen. On this screen, select an address format and a name format and select Save. Name formats must already be set up on the Names tab of the constituent page and Name format defaults should already be set up from the Manage name format options configuration task.
In an extended output format, specific fields are exported multiple times. Extended output allows you to export multiple categories of fields, such as multiple benefits and tributes per transaction. For more information, see Extended Output Formats.
Gift detail - exports revenue details for each payment. The list includes Total constituent payment amount, Total constituent receipt amount, Total constituent benefit amount, and Total number of transactions for the constituent on the consolidated receipt.
Email gift detail - uses only mail preferences set for the primary email address for consolidated, gift detail receipts.
Email gift summary - uses only mail preferences set for the primary email address for consolidated, gift summary receipts.
Formatted mail gift detail - uses address process options for consolidated, gift detail receipts. If a default address process option set has been added from the Manage address processing options configuration task, it defaults here. If one has not been added, select the pencil to access the Processing options screen. On this screen, select an address format and a name format and select Save. Name formats must already be set up on the Names tab of the constituent page and Name format defaults should already be set up from the Manage name format options configuration task.
Formatted mail gift summary - uses address process options for consolidated, gift summary receipts. If a default address process option set has been added from the Manage address processing options configuration task, it defaults here. If one has not been added, select the pencil to access the Processing options screen. On this screen, select an address format and a name format and select Save. Name formats must already be set up on the Names tab of the constituent page and Name format defaults should already be set up from the Manage name format options configuration task.
Gift summary - exports one row of summary data for each constituent. The row contains Total constituent payment amount, Total constituent receipt amount, Total constituent benefit amount, and Total number of transactions information for a constituent.