Identify the PDF Receipt Template

Name the template and establish the numbering scheme to use for the receipts generated from it. You can add a prefix and a suffix to the actual receipt number to make it easier to identify as well as set the number of digits allowed in the receipt.

  1. Go to Setup > Receipt Manager.

  2. On the Receipts page, click Create a New Template.

  3. On the Identify Template page, for Name, enter a unique label that describes the purpose of the receipts being generated from this template.

  4. For Security Category, choose the group whose members can create and edit the receipt.

  5. To set up the numbering scheme that identifies the receipts generated from this template:

    • (Optional) Assign a Prefix string with up to 10 letters or numbers (For example, "FUNRUN") in front of the dynamically generated receipt number.

    • Enter the Number of Digits in the receipt number (For example, "4" means that four numeric places will be in the receipt number, like 0001, 0023, 0423 and 5423).

    • (Optional) Assign a Suffix of letters and numbers to place behind the dynamically-generated receipt number (For example, the year "2020").

    • Enter the Start Number for the receipts if you want to start at a number other than 1, 01, 001, 0001, etc.

  6. For Minimum Amount, enter the monetary amount of the donation payment that will trigger receipt generation.

  7. For Types of Transactions, choose an option to determine whether all online and offline transactions that meet the criteria will generate receipts, only online, or only offline.

  8. For Template Transaction Type, choose the option that appropriately identifies the type of template to be uploaded. If Sustaining Receipts is enabled, Sustaining will be an option in the drop-down; otherwise the default is One-Time.

    • For One-time , choose this option if the template is to be used for donations that are given one time.

    • For Sustaining , choose this option if the template is to be used for donations that are sustaining.

    Note: Once a receipt is generated from this template, you cannot change this option.

  9. Click Next to save this information and continue onto the step for uploading the PDF receipt template.

Next, Upload the PDF File to Use as the Template.