Design Donation Form: eReceipts
After you create and design the eReceipt, a Click here to view your eReceipt link appears at the bottom of the donation confirmation screen. To view and print a PDF of the eReceipt, donors click this link.
|
1.
|
From the Parts screen, select the Donation Form part for which you want to design an eReceipt. |
|
2.
|
In the Action column, click Click here to edit this part. The Edit Part screen appears displaying the Design tab. |
|
3.
|
Click eReceipt. The eReceipt design screen appears. |
|
4.
|
In the eReceipt Options frame, select whether to create an eReceipt for a Credit card or Debit card. You can create the eReceipt for both payment methods. |
|
5.
|
To mark the gift as receipted when you download it to Blackbaud CRM, select the Mark gift as receipted in Blackbaud CRM checkbox. |
When you select this checkbox, the receipt number from Blackbaud Internet Solutions defaults in the Receipt no. field on the gift record in Blackbaud CRM. Also, the URL for a copy of the eReceipt PDF defaults as a gift attribute.
Warning: The program does not create a receipt number unless you include the eReceipt Number or eReceipt Download URL merge fields when you include eReceipt information in the acknowledgement.
|
6.
|
In the eReceipt Content frame, enter the text to appear on the eReceipt. If you include the eReceipt Number field, the eReceipt contains the receipt number for the donation. To format the appearance and layout, use the HTML editor. For information about the HTML editor, see HTML Editor. |
|
7.
|
To preview the eReceipt, click Preview PDF. |
|
8.
|
To save the eReceipt, click Save. You return to the Edit Part screen. |
|
9.
|
Click Save. You return to Parts. |