Upload the PDF File to Use as the Template

You must have created a file and saved it as a PDF (.pdf) file on your personal computer or shared network resource. See Create a PDF Receipt Template for more information.

Warning: Before uploading a receipt template in Receipt Manager, review it so that there are no errors. If using Sustaining Receipts, once the receipts are generated you will not be able to generate a new corrected receipt without voiding the original receipts for each donor and uploading a new receipt template.

On the Upload File page

To access this page, click Setup > Receipt Manager from the navigation bar, click Create a New Template or Edit from the Actions column of an existing template.

1. On the Upload File page, if displayed, for File Locale, click the appropriate option from the drop-down list. This is displayed if multi-locale is enabled.

2. For PDF File to Upload, click the Choose File button to locate and open the prepared PDF file on your local computer or shared network resource.

3. Click the Upload PDF button.

4. When the confirmation message displays that the file has been successfully uploaded, click the link to verify that the correct file was uploaded.

5. Click Next to save this information and continue on to the step for selecting the applications for the receipt.

Next, Select the Applications that Use the PDF Receipt.