Create Your General Receipt Template for NPOs Effortlessly

General receipt template for NPOs

[Music] receipt settings there are separate videos on how to create and edit a receipt template please refer to the description box for the link an is a supportive care officer of a nonprofit organization taking donations and entering them in Salesforce she wants to set a default receipt template and send her seats automatically to her one-off donors first let's check and understand the receipt settings go to pronto + settings and click receipt settings now let me discuss what's the use for each field next receipt number this is the value which will automatically be generated is your next receipt number receiving method there are three types of receiving method first the receipt for GA you it sends or generates an individual receipt for each GA you that is linked to the opportunity consolidated by template sensor generates two receipts one for the tax-deductible and one for the non tax-deductible GA you allocations of the opportunity and global sends or generates only one receipt for opportunity now let's explain the settings for each different method default receipt template this is the default template when sending the receipt when using the global method if you select receipt for GA you are consolidated by template as your receiving method you need to select your default non tax receipt template default non tax receipt specifies the receipt template to use for non tax-deductible donations when using the receipt per GA you are consolidated by template methods and below specify the receipt template for the tax-deductible donations in the default tax receipt field default tax receipt is the default tax template in sending the receipt when using the receipt for GA you consolidated by template and the rest of the settings are generic [Music] default receipt title the receipt title that will be displayed on the receipt if you use this variable in your email template the value is pulled from this default receipt title default receipt content this is the standard content or text that will appear on the receipt by default when this tag is used receipt subject this is the email subject receipt email content this is the email content where you can advise the donor to refer to the attached PDF receipt please note that this is a plain text field additional information this will insert default header and Twitter text to your receipts if you have custom headers and footers you can leave these blank send receipt copy to user the user that will be mentioned on this field will receive a copy of the receipt sender's org-wide email ID this field is used to specify the ID of the sender email of the receipts when done click Save thank you for watching do not forget to follow us on our social media accounts [Music]