Configure the Receipt PDF attached to the email sent with every donation.
The Receipt is a PDF attached to the email sent with every donation, whether it’s a one-time contribution or a recurring donation that has just been processed. The PDFs contain transactional info about a donation and are meant to satisfy legal requirements for charitable contributions.
The organization’s address and URL info is pulled in from the main Organization Settings.
Navigate to Campaigns > Emails & Receipt > Receipt in the left navigation.
The Receipt Logo will appear at the top of the receipt. If you added a unique logo to the campaign’s email Template, that will automatically be pulled in here. If you want to replace this–for instance, if you prefer to use the organization’s logo on all receipts–upload the appropriate image.
The image will be scaled to 200px tall, so make sure it looks okay at that size.
The Title appears on the receipt below the organization info. If you modify the title, make sure to include the word, “Receipt” for clarity.
The Receipt Signature can be used if your organization wants to include the information for a member of your organization’s staff on donation receipts.
Customize the Footnote to provide further information or legalese about the donation. For example, “Contributions to Acme Academy are not tax deductible.”
When finished, click the Save Changes button. Then Email a Preview to see how it looks.
At any point during your receipt set up you can send a test email to yourself. The receipt PDF will be attached.
Before previewing, make sure to Save Changes to ensure you receive an up-to-date test email.
Click the Email a Preview button at the bottom-right of the page.
Enter one email address, then click Send an Email.
