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.
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From the Parts screen, select the Donation Form part for which you want to design an eReceipt. |
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In the Action column, click Click here to edit this part. The Edit Part screen appears displaying the Design tab. |
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Click eReceipt. The eReceipt design screen appears. |
Note: To create eReceipts, you must establish the receipt stack and number information in Sites & settings. For more information, see Donation eReceipts settings.
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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. |
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To mark the gift as receipted when you download it to The Raiser's Edge, select the Mark gift as receipted in The Raiser's Edge checkbox. |
When you select this checkbox, the receipt stack and receipt number from Blackbaud NetCommunity default in the Receipt Stack and Receipt no. fields on the gift record in The Raiser's Edge. Also, the URL for a copy of the eReceipt pdf defaults as a gift attribute.
Warning: If you use the Canadian version of The Raiser's Edge, the Receipt Stack field appears on the gift record. If you use the U.S. version of The Raiser's Edge, the receipt stack data does not appear on the gift record.
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.
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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. |
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To preview the eReceipt, click Preview PDF. |
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To save the eReceipt, click Save. You return to the Edit Part screen. |
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Click Save. You return to Parts. |