Difference between revisions of "ProDon:Configuration of a Standard Type Receipt"

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{{Header_ProDon | | 4.5.6.11 | Nadia Carrier | | 2011/09/20 }}
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{{Header_TOC}}<br>
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'''<u>ATTENTION</u>''' : This document is for '''VERSION''' '''5''' of '''''Prodon'''''. To go to version 4, [[ProDon:Configuration_of_a_Standard_Type_Receipt_(Version_4)|click here]].
 +
 
 +
<br>
  
 
== Introduction  ==
 
== Introduction  ==
  
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The standard receipt is available in many formats, but its customizability is limited. This receipt is constantly updated by '''''Logilys''''' and is complying with the CRA (Canada Revenue Agency) and with the Canadian standards. Therefore, if the software version is updated regularly, the receipt is updated as well.
+
The standard receipt is available in many formats, but its customization is limited. This receipt is constantly updated by '''''Logilys''''' and is in compliance with the CRA (Canada Revenue Agency) and the Canadian standards. Therefore, if the software version is updated regularly, the receipt is updated at the same time.  
  
 
== General Configuration of the Receipt  ==
 
== General Configuration of the Receipt  ==
  
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'''NOTE: '''Before undertaking the configuration of the receipt type, you need to perform the general configuration.
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'''NOTE: '''Before undertaking the configuration of the type of receipt, the [[ProDon:General Configuration of the Receipt|general configuration]] must be performed.  
  
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To configure a '''''Word''''' type receipt, consult this procedure.
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To configure a '''''Word''''' type receipt, consult [[ProDon:Configuration of a Word Type Receipt|this procedure]].
  
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== Configuration of a Standard Type Receipt  ==
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== Configuration of standard type receipt ==
  
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In the "Edit/View organization settings" window, the tabs "Receipt", "Receipt (opt.)" and "Receipt (pos.)" are avilable to configure the receipt. The first tab allows you to perform the general configuration of the receipt and the two others allow you to configure the standard type receipt.
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The receipt structure is built by the '''''Logilys''''' team. The only elements that may be modified are managed in these tabs.
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The structure of the standard receipt is built by the '''''Logilys''''' team. The only elements that can be modified are run from the following two tabs.  
 
  
 
<br>  
 
<br>  
  
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=== "Receipt (opt.)" Tab  ===
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==== " Paper " tab ====
  
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The "Receipt (opt.)" tab allows you to configure the standard type receipts only. For the configuration of the '''''Word''''' type receipts, do not consider this tab.  
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The " Paper " tab allows the configuration of the standard receipt type.  
  
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This tab allows you to define certain options of the receipt.
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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{| cellspacing="1" cellpadding="1" border="1" width="50%" class="wikitable"
 
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
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'''For the following examples, refer to the "Examples of Receipt Options" section.'''  
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'''For the next examples, please refer to the [[ProDon:Configuration_of_a_Standard_Type_Receipt#Example_of_paper receipt_option|Example of paper receipt options]].'''  
  
 
|-
 
|-
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| colspan="2" |  
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| colspan="2" | [[File:ProDon5 Configuration of a Standard Type Receipt 001.png]]<br>
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows you to determine what will be in the letter header for the thank you letters integrated to the receipts.  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the configuration of the address block position, that will contain the donor's personal information.
 +
 
 +
Adjust the numbers in the " Up " and " Right " section in regards to the desired position of the address block. For example, to lower the address bloc, you need to decrease the number in the " Up: " box.
  
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Displays or not the title before the name of the person to whom the receipt is intended. To know where the title is inserted on the receipt, see letter <span style="color: rgb(255, 0, 0);">'''A'''</span>.  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the configuration of the organization's information position depending on the logo's size and position which is in the upper left corner. Adjust the number in the " Right: " box. 
 +
 
 +
'''NOTE:''' The logo fills all the space available until you enter the organization's information to be displayed. Therefore, when adjusting the information's position, the logo adjusts itself automatically.
 +
 
 +
|-
 +
|
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Enables the organization's name that is issuing the receipt to be displayed on the receipt.  
  
 +
|
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<span style="color: rgb(255, 0, 0);">'''D:'''</span> If box <span style="color: rgb(255, 0, 0);">'''C'''</span> is not checked and this one is, there will be an empty line in place of the organization's name.
 
|-
 
|-
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| width="50%" |  
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|  
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''Displays or not on the receipt the name of the organization that issues the receipt. To know where the organization name is inserted on the receipt, see letter <span style="color: rgb(255, 0, 0);">'''B'''</span>.  
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<span style="color: rgb(255, 0, 0);">'''E:'''</span> Removes the logo of the organization from the receipt.  
  
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| width="50%" |  
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|  
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''If the preceding box is not checked, this box allows you to leave a blank line instead of the organization name. To see where the blank line is inserted on the receipt, see letter <span style="color: rgb(255, 0, 0);">'''B'''</span>.  
+
<span style="color: rgb(255, 0, 0);">'''F:'''</span> When this box is not checked, the cutting lines separating each copy of the receipt is printed.  
  
 
|-
 
|-
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| width="50%" |  
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|  
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''Allows you to indicate or not on the receipt, the activities for which the donor donated. To know where the activities are inserted on the receipt, see letter <span style="color: rgb(255, 0, 0);">'''C'''</span>.  
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<span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows the use of the main contact and main address of the transaction for a receipt with an intergrated thank-you.  
  
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| width="50%" |  
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|  
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'''<span style="color: rgb(255, 0, 0);">F: </span>'''Allows you to indicate or not the country of the person to whom the receipt is intended. To know where the country is entered when the box is checked, see letter <span style="color: rgb(255, 0, 0);">'''D'''</span>.  
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<span style="color: rgb(255, 0, 0);">'''H:'''</span> Allows the user to choose if they want to use the " short " or " long » title that is displayed before the name on the receipts.  
  
 
|-
 
|-
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| width="50%" |  
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|  
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'''<span style="color: rgb(255, 0, 0);">G: </span>'''When this box is checked, lines separating each receipt copy are printed. To know where and how the separation is marked, see letter <span style="color: rgb(255, 0, 0);">'''E'''</span>.  
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<span style="color: rgb(255, 0, 0);">'''I:'''</span> If needed, this box enables the suffix that follows the client's last name on the receipt to be displayed.
  
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| width="50%" |
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| <span style="color: rgb(255, 0, 0);">'''J:'''</span> Allows the use of the Mass Mailing address format (747, Pierre-Roux Blvd East, suite 202) instead of using the Canada Post format (202 - 747, Pierre-Roux Blvd E).
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'''<span style="color: rgb(255, 0, 0);">H: </span>'''Displays or not the suffix, if applicable, following the family name of the person to whom the receipt is intended. To know wherethe suffix is inserted on the receipt, see letter <span style="color: rgb(255, 0, 0);">'''F'''</span>.  
 
  
 
|-
 
|-
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| width="50%" |
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|<span style="color: rgb(255, 0, 0);">'''K:'''</span> Shows the activities for which the donor has made a donation for on the receipt.  
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'''<span style="color: rgb(255, 0, 0);">I: </span>'''Allows you to modify the nomenclatures that are on the receipt. Only French and English mentions are provided with the software, if translations to other languages are necessary, they will have to be done.  
 
  
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| width="50%" |  
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|<span style="color: rgb(255, 0, 0);">'''L:'''</span> Allows the user to select what will be displayed on the header for the letter with an intergrated thank-you to the receipts.
 +
|-
 +
|<span style="color: rgb(255, 0, 0);">'''M:'''</span> Allows the official signature to be displayed by selecting the path of the .jpg file, adjusting the size and position.
 +
|<span style="color: rgb(255, 0, 0);">'''N:'''</span> The " Preview " button shows an example of the receipt just for the purpose of seeing where the items will be positioned. To see the example that can be seen when the user clicks on the " Preview " button, [[ProDon:Configuration of a Standard Type Receipt#Example of paper receipt option|click here]].
 +
|-
 +
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''O:'''</span> Once the user is done with the configurations of the receipts, click on the " [[File:Button Check mark Confirm.png]] Confirm Edit " button to save the modifications.
 
|}
 
|}
  
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<br>  
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==== " Electronics " tab  ====
 +
 
 +
The " Electronics " tab allows you to configure the issued receipts via the IMakeAnOnlineDonation. This tab is only visible only if you have the " [http://wikien.logilys.com/index.php/ProDon:Table_of_Contents#Online_donation_module Online Donation] " Module.<br>
 +
 
 +
==== " Sequences " tab  ====
  
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==== Examples of Receipt Options  ====
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The " Sequences " tab allows the configuration of the prefixes and sequences of the various '''''Prodon''''' receipts.
  
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{| cellspacing="1" cellpadding="1" border="1" width="50%" class="wikitable"
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{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 +
|-
 
|-
 
|-
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| colspan="2" | [[Image:Configuration_of_a_Standard_Type_Receipt_002.png]]
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| colspan="2" | [[File:ProDon5 Configuration of a Standard Type Receipt 002.png]]<br>
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Location of the title.  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the user to add a sequence to the paper receipt format. To do so, the sequence must first be added in <span style="color: rgb(255, 0, 0);">'''F'''</span>.  
  
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">B: </span>''' Location of the name of the organization that issues the receipt. If the organization name should not be displayed and that the box "Insert an empty row when the organization name is not displayed" is checked, the line will be empty.  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user to add a sequence to the receipts that have been imported into '''''Prodon'''''. To do so, the sequence must first be added in <span style="color: rgb(255, 0, 0);">'''F'''</span>.
  
 
|-
 
|-
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| width="50%" |  
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|<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the user to add a sequence to the Online Donation receipts. To do so, the sequence must first be added in <span style="color: rgb(255, 0, 0);">'''F'''</span>.
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''Location of the listing of activities.  
+
 
 +
|<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the user to add a sequence to the electronic receipts. To do so, the sequence must first be added in <span style="color: rgb(255, 0, 0);">'''F'''</span>.
 +
 
 +
|-
 +
|<span style="color: rgb(255, 0, 0);">'''E:'''</span> The [[File:Button add plus.png]] button allows the user to add new sequences. To learn how to fill in the window to add a sequence for receipts, [[ProDon:Configuration of a Standard Type Receipt#Adding a receipt sequence|click here]].
 +
 
 +
|<span style="color: rgb(255, 0, 0);">'''F:'''</span> This grid is the list of the sequences that where created in '''''Prodon'''''.  
  
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| width="50%" |
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|}
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''Location of the country.
 
  
 +
==== Adding a receipt sequence ====
 +
{| class="wikitable"
 +
| colspan="2" |After clicking on the [[File:Button add plus.png]] or  [[File:Button Edit.png]] button, the following window opens up.
 +
|-
 +
| colspan="2" |[[File:ProDon5 Configuration of a Standard Type Receipt 003.png|642x642px]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''Location of the cutting line.  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the user to configure the sequence prefix that will be printed on the receipts.  
  
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">F: </span>'''Location if the suffix, if applicable.  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user to write the name of the sequence.
 +
|-
 +
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the user to configure the next number that will be used in this sequence.  
  
 
|}
 
|}
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<br>
 
<br>
  
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=== "Receipt (pos.)" Tab  ===
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==== " Email " tab ====
  
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The "Receipt (pos.)" tab allows you to configure the standard type receipts only. For the configuration of the '''''Word''''' type receipts, do not consider this tab.  
+
The " Email " tab allows the user to configure the email that will be sent with the receipts. This tab requires the eReceipt Module.  
  
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This tab allows you to define the positioning of certain elements on the receipt and all the movement information is in millimetres.  
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To learn how to configure this tab, consult the section [[ProDon:Table of Contents#eReceipt Module|eReceipt]].  
  
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{| cellspacing="1" cellpadding="1" border="1" width="50%" class="wikitable"
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{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
|-
 
|-
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| colspan="2" |  
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|-
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'''For the next examples, refer to the "Example of Locations of Elements on the Receipt" section.'''
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| colspan="2" | [[File:ProDon5 Configuration of a Standard Type Receipt 004.png|686x686px]]
 +
|}
 +
 
 +
<br>
 +
 
 +
==== " France " tab ====
 +
The " France " tab allows the user to configure the french receipts with the standards established by that country.
  
 +
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
|-
 
|-
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| colspan="2" | [[Image:Configuration of a Standard Type Receipt 003.png]]
 
 
|-
 
|-
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| width="50%" |  
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| colspan="2" | [[File:ProDon5 Configuration of a Standard Type Receipt 005.png]]<br>
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''The "Preview" button displays an example of receipt so that you can see where the elements will be located. To view an example that appears by clicking on the "Preview" button, click here.
 
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| width="50%" |
 
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to configure the location of the addressing block, which contains the donor's contact information. To view an example of addressing block, see letter <span style="color: rgb(255, 0, 0);">'''A'''</span>.
 
−
 
 
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to configure the location of the organization's contact information in relation to the logo that is at the upper left corner of the receipt. The logo uses the entire available space up to the beginning of the contact information, the logo size is also adjustable. To view an example of location of contact information, see letter <span style="color: rgb(255, 0, 0);">'''B'''</span>.
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the user to select the boxes that will be checked on the receipt.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to adjust the location of the official signature on the receipt. To view an example of signature location, see letter <span style="color: rgb(255, 0, 0);">'''C'''</span>.
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> This buttons allows the user to display the client's UCN or the receipt's reference number.
−
 
 
 
|-
 
|-
−
| width="50%" |  
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| colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the user to add an image that will be displayed on the left side of the thank-you. The width and size of the image can be changed and is in millimeter format.  
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''Allows you to adjust the size of the official signature. To view an example of signature size, see letter <span style="color: rgb(255, 0, 0);">'''C'''</span>.
 
  
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| width="50%" |
 
 
|}
 
|}
  
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<br>
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===== Example of paper receipt option  =====
  
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==== Example of Locations of Elements on the Receipt  ====
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{| cellspacing="1" cellpadding="1" border="1" style="width: 667px; height: 436px;" class="wikitable"
−
 
 
−
{| cellspacing="1" cellpadding="1" border="1" width="50%" class="wikitable"
 
 
|-
 
|-
−
| colspan="2" |  
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| colspan="2" | [[File:ProDon5 Configuration of a Standard Type Receipt 006.png]]<br>
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Example of location of addressing block.
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Position of the organization's information.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Example of location of organization's contact information.
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Position of the client's information.  
  
 
|-
 
|-
−
| width="50%" |  
+
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Position and size of the official signature.  
−
'''<span style="color: rgb(255, 0, 0);">C: </span>'''Example of location and size of the official signature.
 
  
−
| width="50%" |
 
 
|}
 
|}
  
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<br>  
+
<br>To generate the receipts, consult the [[ProDon:Processing_Receipts_to_be_Issued|Processing Receipt to be Issued]] procedure.
−
 
 
−
To generate the receipts, consult the "Processing of receipts to be issued" procedure.  
 
−
 
 
−
<br>
 
−
 
 
−
{{Footer_ProDon}}
 

Latest revision as of 14:21, 7 January 2019

Configuration of a Standard Type Receipt

ATTENTION : This document is for VERSION 5 of Prodon. To go to version 4, click here.


Introduction

The standard receipt is available in many formats, but its customization is limited. This receipt is constantly updated by Logilys and is in compliance with the CRA (Canada Revenue Agency) and the Canadian standards. Therefore, if the software version is updated regularly, the receipt is updated at the same time.

General Configuration of the Receipt

NOTE: Before undertaking the configuration of the type of receipt, the general configuration must be performed.

To configure a Word type receipt, consult this procedure.

Configuration of standard type receipt

The receipt structure is built by the Logilys team. The only elements that may be modified are managed in these tabs.


" Paper " tab

The " Paper " tab allows the configuration of the standard receipt type.

For the next examples, please refer to the Example of paper receipt options.

ProDon5 Configuration of a Standard Type Receipt 001.png

A: Allows the configuration of the address block position, that will contain the donor's personal information.

Adjust the numbers in the " Up " and " Right " section in regards to the desired position of the address block. For example, to lower the address bloc, you need to decrease the number in the " Up: " box.

B: Allows the configuration of the organization's information position depending on the logo's size and position which is in the upper left corner. Adjust the number in the " Right: " box.

NOTE: The logo fills all the space available until you enter the organization's information to be displayed. Therefore, when adjusting the information's position, the logo adjusts itself automatically.

C: Enables the organization's name that is issuing the receipt to be displayed on the receipt.

D: If box C is not checked and this one is, there will be an empty line in place of the organization's name.

E: Removes the logo of the organization from the receipt.

F: When this box is not checked, the cutting lines separating each copy of the receipt is printed.

G: Allows the use of the main contact and main address of the transaction for a receipt with an intergrated thank-you.

H: Allows the user to choose if they want to use the " short " or " long » title that is displayed before the name on the receipts.

I: If needed, this box enables the suffix that follows the client's last name on the receipt to be displayed.

J: Allows the use of the Mass Mailing address format (747, Pierre-Roux Blvd East, suite 202) instead of using the Canada Post format (202 - 747, Pierre-Roux Blvd E).
K: Shows the activities for which the donor has made a donation for on the receipt. L: Allows the user to select what will be displayed on the header for the letter with an intergrated thank-you to the receipts.
M: Allows the official signature to be displayed by selecting the path of the .jpg file, adjusting the size and position. N: The " Preview " button shows an example of the receipt just for the purpose of seeing where the items will be positioned. To see the example that can be seen when the user clicks on the " Preview " button, click here.
O: Once the user is done with the configurations of the receipts, click on the " Button Check mark Confirm.png Confirm Edit " button to save the modifications.

" Electronics " tab

The " Electronics " tab allows you to configure the issued receipts via the IMakeAnOnlineDonation. This tab is only visible only if you have the " Online Donation " Module.

" Sequences " tab

The " Sequences " tab allows the configuration of the prefixes and sequences of the various Prodon receipts.

ProDon5 Configuration of a Standard Type Receipt 002.png

A: Allows the user to add a sequence to the paper receipt format. To do so, the sequence must first be added in F.

B: Allows the user to add a sequence to the receipts that have been imported into Prodon. To do so, the sequence must first be added in F.

C: Allows the user to add a sequence to the Online Donation receipts. To do so, the sequence must first be added in F. D: Allows the user to add a sequence to the electronic receipts. To do so, the sequence must first be added in F.
E: The Button add plus.png button allows the user to add new sequences. To learn how to fill in the window to add a sequence for receipts, click here. F: This grid is the list of the sequences that where created in Prodon.

Adding a receipt sequence

After clicking on the Button add plus.png or Button Edit.png button, the following window opens up.
ProDon5 Configuration of a Standard Type Receipt 003.png

A: Allows the user to configure the sequence prefix that will be printed on the receipts.

B: Allows the user to write the name of the sequence.

C: Allows the user to configure the next number that will be used in this sequence.


" Email " tab

The " Email " tab allows the user to configure the email that will be sent with the receipts. This tab requires the eReceipt Module.

To learn how to configure this tab, consult the section eReceipt.

ProDon5 Configuration of a Standard Type Receipt 004.png


" France " tab

The " France " tab allows the user to configure the french receipts with the standards established by that country.

ProDon5 Configuration of a Standard Type Receipt 005.png

A: Allows the user to select the boxes that will be checked on the receipt.

B: This buttons allows the user to display the client's UCN or the receipt's reference number.

C: Allows the user to add an image that will be displayed on the left side of the thank-you. The width and size of the image can be changed and is in millimeter format.
Example of paper receipt option
ProDon5 Configuration of a Standard Type Receipt 006.png

A: Position of the organization's information.

B: Position of the client's information.

C: Position and size of the official signature.


To generate the receipts, consult the Processing Receipt to be Issued procedure.

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