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

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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]].
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<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.  
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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 [[ProDon:General Configuration of the Receipt|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 [[ProDon:Configuration of a Word Type Receipt|this procedure]].  
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To configure a '''''Word''''' type receipt, consult [[ProDon:Configuration of a Word Type Receipt|this procedure]].
  
 
== Configuration of standard type receipt ==
 
== Configuration of standard type receipt ==
  
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In the "Edit/View organization parameters" window, the "Paper", "Electronic", "Sequences", "Email" and "France" tabs are available to configure the receipt. <br>
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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 receipt structure is built by '''''Logilys'''''' team. The only elements able to be modified are managed by these tabs.
 
  
 
<br>  
 
<br>  
  
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==== "Paper" tab ====
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==== " Paper " tab ====
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The "Paper" tab allows to only configure the standard receipt type. To configure ''''Word'''' type receipts, do not consider this tab.
 
−
 
 
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This tab allows to define some options of paper receipt.
 
−
 
 
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L'onglet «&nbsp;Papier&nbsp;» permet de configurer les reçus de type standard uniquement. Pour la configuration des reçus de type '''''Word''''', ne pas tenir compte de cet onglet.
 
  
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Cet onglet permet de définir certaines options du reçu papier.  
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The " Paper " tab allows the configuration of the standard receipt type.  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
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'''For the next examples, please refer to the [[Example of receipt options]]. Pour les prochains exemples, se référer à la section «&nbsp;[[ProDon:Configuration d'un reçu standard#Exemples_d.27options_de_re.C3.A7u|Exemples d'options de reçus]]&nbsp;».'''  
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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" | [[File:ProDon5 Configuration_of_a_Standard_Type_Receipt 001.png]]<br>
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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 to configure the address block location, that will contain the donor's personal information. The organization's information location can also be configured against the logo, which is in the upper left corner.  
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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.  
  
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The logo fills all space available to the beginning of information. So, by adjusting the information's position, the logo's size is also adjusting itself.
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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.
  
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Permet de configurer l'emplacement du bloc d'adressage, qui contiendra les coordonnées du donateur. L'emplacement des coordonnées de l'organisme peut également être configuré par rapport au logo, qui se trouve dans le coin supérieur gauche du reçu.  
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| width="50%" |
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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.
  
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Le logo utilise tout l’espace disponible jusqu’au début des coordonnées, donc en ajustant l'emplacement des coordonnées, la dimension du logo s'ajuste également.
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'''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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| width="50%" |
 
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> The "Preview" button allows to display a receipt example for the purpose of seeing where the elements will be located.  
 
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Le bouton « Prévisualiser » permet d'afficher un exemple de reçu afin de voir où seront positionnés les éléments. Pour voir l'exemple qui apparaît en cliquant sur le bouton « Prévisualiser », [[ProDon:Configuration_d'un_reçu_standard#Exemples_d.27options_de_re.C3.A7u|cliquer ici]].  
 
  
 
|-
 
|-
 
|  
 
|  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Enables to display the organization's name that is issuing the receipt on the receipt.
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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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Permet d'afficher ou non sur le reçu le nom de l'organisme qui émet le reçu.  
 
  
 
|  
 
|  
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<span style="color: rgb(255, 0, 0);">'''D:'''</span> If the last box is not checked, this box allows to leave an empty line in place of the organization's name.  
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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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Si la case précédente n'est pas cochée, cette case permet de laisser une ligne vide au lieu du nom de l'organisme.
 
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|-
 
|-
 
|  
 
|  
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<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows to not display the logo on the receipt.
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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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Permet de ne pas afficher le logo sur le reçu.  
 
  
 
|  
 
|  
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<span style="color: rgb(255, 0, 0);">'''F:'''</span> When this box is not checked, the lines separating each receipt copy are printed.
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<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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Lorsque cette case n'est pas cochée, des lignes séparant chaque copie du reçu s'impriment.  
 
  
 
|-
 
|-
 
|  
 
|  
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<span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows to use the main contact and the main address of the transaction in the case of a receipt with thank-you.
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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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Permet d'utiliser le contact principal et l'adresse principale de la transaction dans le cas ou le reçu a un remerciement intégré.  
 
  
 
|  
 
|  
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<span style="color: rgb(255, 0, 0);">'''H:'''</span> Allows to display the title before the name.
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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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Permet d'afficher l'appellation devant le nom.  
 
  
 
|-
 
|-
 
|  
 
|  
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<span style="color: rgb(255, 0, 0);">'''I:'''</span> Enables to display the suffix that follows the client's last name on the receipt, if needed.
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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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Permet d'afficher ou non le suffixe, s'il y a lieu, à la suite du nom de famille de la personne à qui est adressé le reçu.  
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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);">'''J:'''</span> Allows to use the address format of the Mass Mailing(747, Pierre-Roux Blvd East, suite 202)instead of teh Canada Post format (202 - 747, Pierre-Roux Blvd E).
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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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Permet d'utiliser le format d'adresse de publipostage (747, boulevard Pierre-Roux Est, suite 202) plutôt que le format de Postes Canada (202 - 747, boulevard Pierre-Roux E).
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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.  
 
|-
 
|-
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|<span style="color: rgb(255, 0, 0);">'''K:'''</span> Enables to show activities for which the donor have made a donation on the receipt.  
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|<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.
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|<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]].
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Permet d'indiquer ou non sur le reçu les activités pour lesquelles le donateur a fait un don.
 
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|<span style="color: rgb(255, 0, 0);">'''L:'''</span> Allows to choose what will be the letter's header for the letter with thank-yous integrated to receipts.  
 
−
 
 
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Permet de déterminer ce qui se retrouvera dans l'en-tête de lettre pour les lettres de remerciements intégrées aux reçus.
 
−
 
 
 
|-
 
|-
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| colspan="2" |<span style="color: rgb(255, 0, 0);">'''M:'''</span> Allows to display the official signature by selecting the path of the .jpg file, adjusting the dimension and the location.
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| 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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Permet d'afficher la signature officielle en allant sélectionner l'emplacement du ficher .jpg et d'ajuster la position et la dimension.
 
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|}
 
|}
  
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<br>
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==== " Electronics " tab  ====
  
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==== "Electronic" tab ====
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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>
  
−
The "Electronic" tab allows to configure the issued receipts via IMakeAnOnlineDonation. This tab allows to define some eReceipt options.
+
==== " Sequences " tab ====
  
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L'onglet «&nbsp;Web&nbsp;» permet de configurer les reçus émis via Je donne en ligne. Cet onglet permet de définir certaines options du reçu Web.  
+
The " Sequences " tab allows the configuration of the prefixes and sequences of the various '''''Prodon''''' receipts.
  
 
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
|-
 
|-
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5 Configuration_of_a_Standard_Type_Receipt 002.png]]<br>
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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> Allows to choose between the standard Canadian receipt or the one used in France.
+
<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>.  
−
Permet de choisir entre le reçu standard canadien ou le reçu utilisé en France.  
 
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B:'''</span> The "Preview eReceipt" button allows to display a receipt example to show where the elements will be placed.
+
<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>.
−
 
 
−
Le bouton « Prévisualiser » permet d'afficher un exemple de reçu afin de voir où seront positionnés les éléments.
 
−
|-
 
−
|<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows to display the official signature by selecting the path of the .jpg file, adjusting the dimension and the location.
 
−
 
 
−
Permet d'afficher la signature officielle en allant sélectionner l'emplacement du ficher .jpg et d'ajuster la position et la dimension.
 
−
|<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows to display the title before the name.
 
−
 
 
−
Permet d'afficher l'appellation devant le nom.
 
−
|-
 
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|<span style="color: rgb(255, 0, 0);">'''E:'''</span> Enables to display on the receipt the organization's name that is issuing the receipt.
 
−
 
 
−
Permet d'afficher ou non sur le reçu le nom de l'organisme qui émet le reçu.
 
−
|<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows to only display the province code (On) instead of (Ontario).  
 
  
−
Permet l'option d'afficher seulement le code de province (Qc) plutôt qu'au long (Québec).
 
 
|-
 
|-
−
|  
+
|<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);">'''G:'''</span> If the box in <span style="color: rgb(255, 0, 0);">'''E'''</span> is not checked, this box allows to leave an empty line instead of the organization's name.  
 
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n'est pas cochée, cette case permet de laisser une ligne vide au lieu du nom de l'organisme.
 
−
 
 
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|<span style="color: rgb(255, 0, 0);">'''H:'''</span> When this box is not checked, the lines separating each receipt copy will be printed.  
 
  
−
Lorsque cette case n'est pas cochée, des lignes séparant chaque copie du reçu s'impriment.
+
|<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]].
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<span style="color: rgb(255, 0, 0);">'''I:'''</span> Allows to not display the logo on the receipt.
 
−
 
 
−
Permet de ne pas afficher le logo sur le reçu.  
 
  
−
|<span style="color: rgb(255, 0, 0);">'''J:'''</span> Enables to show activities for which the donor have made a donation on the receipt.  
+
|<span style="color: rgb(255, 0, 0);">'''F:'''</span> This grid is the list of the sequences that where created in '''''Prodon'''''.  
  
−
Permet d'indiquer ou non sur le reçu les activités pour lesquelles le donateur a fait un don.
 
 
|}
 
|}
  
−
<br>
+
==== Adding a receipt sequence ====
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+
{| class="wikitable"
−
==== "Sequence" tab ====
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| colspan="2" |After clicking on the [[File:Button add plus.png]] or  [[File:Button Edit.png]] button, the following window opens up.
−
The "sequence" tab allows to configure the prefixes and sequences of various ProDon receipts.
 
−
L'onglet «&nbsp;Séquence&nbsp;» permet de configurer les préfixes et séquences des divers reçus ProDon.
 
−
 
 
−
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
 
|-
 
|-
−
|-
+
| colspan="2" |[[File:ProDon5 Configuration of a Standard Type Receipt 003.png|642x642px]]
−
| colspan="2" | [[File:ProDon5 Configuration_of_a_Standard_Type_Receipt 003.png]]<br>
 
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the addition of a prefix of paper receipt format. To do so, the prefix must be added in <span style="color: rgb(255, 0, 0);">'''E'''</span> beforehand.
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the user to configure the sequence prefix that will be printed on the receipts.  
−
 
 
−
Permet l'ajout d'un préfixe aux reçus format papier. Pour ce faire, le préfixe doit au préalable être ajouté en <span style="color: rgb(255, 0, 0);">'''E'''</span>.
 
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the addition of a prefix of receipt that have been imported in ProDon. To do so, the prefix must be added in <span style="color: rgb(255, 0, 0);">'''E'''</span> beforehand.
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user to write the name of the sequence.  
−
 
 
−
Permet l'ajout d'un préfixe aux reçus qui ont été importés dans ProDon. Pour ce faire, le préfixe doit au préalable être ajouté en <span style="color: rgb(255, 0, 0);">'''E'''</span>.
 
 
|-
 
|-
−
|<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the addition of a prefix of Online Donation receipt format. To do so, the prefix must be added in <span style="color: rgb(255, 0, 0);">'''E'''</span> beforehand.  
+
| 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.  
  
−
Permet l'ajout d'un préfixe aux reçus Web. Pour ce faire, le préfixe doit au préalable être ajouté en <span style="color: rgb(255, 0, 0);">'''E'''</span>.
 
−
|<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the addition of a prefix of eReceipt format. To do so, the prefix must be added in <span style="color: rgb(255, 0, 0);">'''E'''</span> beforehand.
 
−
 
−
Permet l'ajout d'un préfixe aux reçus électroniques. Pour ce faire, le préfixe doit au préalable être ajouté en <span style="color: rgb(255, 0, 0);">'''E'''</span>.
 
−
|-
 
−
|<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows to create new prefix.
 
−
 
−
Permet la création de nouveaux préfixes. 
 
−
|<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows to view the available prefixes.
 
−
Permet de voir les préfixes disponibles.
 
 
|}
 
|}
  
 
<br>
 
<br>
  
−
==== "Email" tab ====
+
==== " Email " tab ====
  
−
The "Email" tab allows to configure the email sending to the clients. This tab require the eReceipt Module.  
+
The " Email " tab allows the user to configure the email that will be sent with the receipts. This tab requires the eReceipt Module.  
  
−
L'onglet «&nbsp;Électroniques&nbsp;» permet de configurer les reçus électroniques. Cet onglet nécessite le module de Reçus Électroniques.  
+
To learn how to configure this tab, consult the section [[ProDon:Table of Contents#eReceipt Module|eReceipt]].  
  
 
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
|-
 
|-
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5 Configuration_of_a_Standard_Type_Receipt 004.png]]<br>
+
| colspan="2" | [[File:ProDon5 Configuration of a Standard Type Receipt 004.png|686x686px]]
−
|-
 
−
| width="50%" |
 
−
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows to enter the subject of the email that will be sent.
 
−
 
 
−
Permet d'inscrire l'objet du courriel qui sera envoyé. 
 
−
 
 
−
| width="50%" |
 
−
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows to write the senders information. These information are required to send an email.
 
−
 
 
−
Permet l'insertion des informations de l'expéditeur. 
 
−
|-
 
−
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows to create an email to get the email rejected at the first sending and which are under the tab Rejected emails.
 
−
 
 
−
Permet de créer un courriel pour l'envoi des courriels qui ont été rejetés au premier envoi et qui apparaissent sous l'onglet Courriels rejetés.
 
−
 
 
 
|}
 
|}
  
 
<br>
 
<br>
  
−
==== "France" tab ====
+
==== " France " tab ====
−
The "France" tab allows to configure the french receipts with this country standards.
+
The " France " tab allows the user to configure the french receipts with the standards established by that country.
−
L'onglet «&nbsp;France&nbsp;» permet de configurer les reçus français selon les standards de ce pays.  
 
  
 
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
|-
 
|-
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5 Configuration_of_a_Standard_Type_Receipt 005.png]]<br>
+
| colspan="2" | [[File:ProDon5 Configuration of a Standard Type Receipt 005.png]]<br>
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows to select the boxes that will be checked on the receipt.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the user to select the boxes that will be checked on the receipt.  
−
 
 
−
Permet de sélectionner les cases qui seront cochées sur le reçu. 
 
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B:'''</span> This buttons allows to display the client NUC or the receipt reference number. Le bouton permet d'afficher le NUC du client ou le numéro de référence du reçu.   
+
<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.   
 
|-
 
|-
−
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows to add a picture which will be at the left of the thank-you as well as the size to millimeter format.
+
| 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.  
−
Permet d'ajouter une image qui sera à gauche du remerciement ainsi que la largeur et la hauteur au format millimètres.  
 
  
 
|}
 
|}
  
−
===== Example of receipt option  =====
+
===== Example of paper receipt option  =====
  
 
{| cellspacing="1" cellpadding="1" border="1" style="width: 667px; height: 436px;" class="wikitable"
 
{| cellspacing="1" cellpadding="1" border="1" style="width: 667px; height: 436px;" class="wikitable"
 
|-
 
|-
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| colspan="2" | [[Fichier:ProDon5 Configuration d'un reçu standard 002.png|1138x1138px]]<br>
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| colspan="2" | [[File:ProDon5 Configuration of a Standard Type Receipt 006.png]]<br>
 
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| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Location of the organization's information. Emplacement des coordonnées de l'organisme.<br>
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Position of the organization's information.  
  
 
| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> Location of the client's information. Emplacement du bloc d'adressage.<br>
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> Position of the client's information.  
  
 
|-
 
|-
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| colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Location and size of the official signature. Emplacement et dimension de la signature officielle.<br>
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| colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Position and size of the official signature.  
  
 
|}
 
|}
  
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<br>
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<br>To generate the receipts, consult the [[ProDon:Processing_Receipts_to_be_Issued|Processing Receipt to be Issued]] procedure.
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To generate receipt, please look to the [[ProDon:Processing_Receipts_to_be_Issued|Processing Receipt to be Issued]] procedure.
 
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Pour générer les reçus, consulter la procédure «&nbsp;[[ProDon:Traitement des reçus à émettre|Traitement des reçus à émettre]]&nbsp;».
 

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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