Create a Receipt Template

Tip: Check out our free Luminate Success Kits, including a PDF Receipt Kit!

Create receipt templates that include the required fields and tags as well as any branding or messaging for your organization.

Tip: For Multiple Language Support, create receipt templates with localized content for each language, then assign locales to the templates during upload. You can also provide locale-specific content in the receipt autoresponder email.

Design the template

Prerequisites: Before you start, you need:

  • Word processing software, such as Microsoft Word

  • Ability to save the document as a PDF file. If your word processing software can't save the file as a PDF, you can use another tool of your choice to save it

  • PDF-editing software, such as Adobe Acrobat or PDFescape

  1. In word processing software, such as Microsoft Word, create a template that includes labels for the fields that you'll add later. Include branding or messaging for your organization.

    Tip: See the Sample PDF Receipt Template for guidance.

    1. To comply with Mastercard’s recurring subscription requirements, we recommend that you update the language of your receipts to include the link to your Gift Service Center or other cancellation means (for example, add an email address or phone number).

  2. Save the document as a PDF file.

  3. Using PDF-editing software, open the PDF and add Input Fields.

    Note: These steps may vary depending upon the PDF editor used to insert the input fields.

    1. Insert a text form field near the descriptive label for the field.

    2. In the text form field name, enter the appropriate Input Field. See PDF Receipt Template Input Fields for supported input fields.

    3. Repeat as needed and save.

  4. With the PDF still open in the editing software, add S120 Tags.

    1. Insert a text form field near the descriptive label for the field.

    2. In the name of the text form field, enter the unique name of the S120 tag preceded with tpt_ in the field. See S-Tags for PDF Receipt Template for supported S120 tags.

      Example: Enter tpt_donorFirstName if using S120:dc:donorFirstName.

    3. Inside the field, enter the entire S120 tag as the default text.

      Example: Enter [[S120:dc:donorFirstName]].

    4. Repeat as needed and save the PDF.

Next, Identify the PDF Receipt Template to add the template to Luminate Online.