ProDon:Configuration of a Standard Type Receipt

Configuration of a Standard Type Receipt

Printable version

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

WARNING : This document is currently being edited/revised, it is possible that some parts are missing or obsolete.

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

In the "Edit/View Receipt Configuration" window, the "Paper", "Electronic", "Sequences", "Email" and "France" tabs are available to configure the receipt.

The receipt structure is built by Logilys' team. The only elements able to be modified are managed by these tabs.

"Paper" tab

The "Paper" tab allows the standard receipt type to be configured. To configure Word type receipts, do not use this tab.

This tab allows some options of paper receipt to be defined.

For the next examples, please refer to the Example of paper receipt options.
A: Configures 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. The logo fills all available space to the beginning of information. So, by adjusting the information's position, the logo's size is also self adjusting.	B: The "Preview" button shows a receipt example for the purpose of seeing where the elements will be located.
C: Enables the organization's name that is issuing the receipt on the receipt to be displayed.	D: If the last box is not checked, this box allows an empty line in place of the organization's name to be left.
E: Removes the logo from the receipt.	F: When this box is not checked, lines separating each receipt copy are printed.
G: Allows the use of the main contact and the main address of the transaction in the case of a receipt with thank-you.	H: Allows the title to be displayed before the name.
I: Enables the suffix that follows the client's last name on the receipt to be displayed, if needed.	J: Uses the address format of the Mass Mailing(747, Pierre-Roux Blvd East, suite 202)instead of 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: Chooses what will be the letter's header for the letter with thank-you integrated to receipts.
M: Allows the official signature to be display by selecting the path of the .jpg file, adjusting the dimension and the location.

"Electronics" tab

The "Electronics" tab allows the issued receipts via IMakeAnOnlineDonation to be configured. This tab allows some eReceipt options to be defined.

A: Allows the selection of the standard Canadian receipt or the one used in France.	B: The "Preview eReceipt" button allow a receipt example to be displayed to show where the elements will be placed.
C: Allows the official signature to be displayed by selecting the path of the .jpg file, adjusting the dimension and the location.	D: Allows the title to be displayed before the name.
E: Enables to display on the receipt the organization's name that is issuing the receipt.	F: Allows the province code (On) to be displayed instead of the full name (Ontario).
G: If the box in E is not checked, this box allows an empty line to be left instead of the organization's name.	H: When this box is not checked, the lines separating each receipt copy will be printed.
I: Allows the logo to be hidden on the receipt.	J: Enables to show activities for which the donor have made a donation on the receipt.

After clicking on "Preview eReceipt", the web browser will open this window:
A: In this box, the user will have to enter an email to preview the receipt options. Furthermore, clients will go to the same window to view their own receipts.	B: For security reasons, users and clients will have to answer the Captcha to ensure that they are not robots. See example below:
Note : This is only an example, the pictures will change each time.
Once the Captcha answered correctly,the receipt will be accessible and printable.

"Sequences" tab

The "Sequences" tab allows to configure the prefixes and sequences of various ProDon receipts.

A: Allows the addition of a prefix of paper receipt format. To do so, the prefix must be added in E beforehand.	B: Allows the addition of a prefix of receipt that have been imported in ProDon. To do so, the prefix must be added in E beforehand.
C: Allows the addition of a prefix of Online Donation receipt format. To do so, the prefix must be added in E beforehand.	D: Allows the addition of a prefix of eReceipt format. To do so, the prefix must be added in E beforehand.
E: Allows new prefixes to be created.	F: Allows the available prefixes to be viewed.

"Email" tab

The "Email" tab allows the email sent to the clients to be configured. This tab require the eReceipt Module.

A: Allows the subject of the email that will be sent to be entered.	B: Allows the senders information to be written. This information is required to send an email.
C: Allows an email to be created to get the email rejected at the first sending and which will also be under the Rejected emails tab.

"France" tab

The "France" tab allows the french receipts with this country standards to be configured.

A: Allows the selection of the boxes that will be checked on the receipt.	B: This buttons allows the display of the client's NUC or the receipt reference number.
C: Allows the addition of a picture which will be at the left of the thank-you as well as the size to millimeter format.

Example of paper receipt option

A: Location of the organization's information.	B: Location of the client's information.
C: Location and size of the official signature.

To generate receipt, please look to the Processing Receipt to be Issued procedure.