Difference between revisions of "ProDon:Configuration of a Standard Type Receipt"
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| width="50%" | | | width="50%" | | ||
− | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows | + | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the selection of the standard Canadian receipt or the one used in France. |
| width="50%" | | | width="50%" | | ||
− | <span style="color: rgb(255, 0, 0);">'''B:'''</span> The "Preview eReceipt" button | + | <span style="color: rgb(255, 0, 0);">'''B:'''</span> The "Preview eReceipt" button allow a receipt example to be displayed to show where the elements will be placed. |
|- | |- | ||
− | |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows | + | |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the official signature to be displayed by selecting the path of the .jpg file, adjusting the dimension and the location. |
− | |<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows | + | |<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the title to be displayed before the name. |
|- | |- | ||
|<span style="color: rgb(255, 0, 0);">'''E:'''</span> Enables to display on the receipt the organization's name that is issuing the receipt. | |<span style="color: rgb(255, 0, 0);">'''E:'''</span> Enables to display on the receipt the organization's name that is issuing the receipt. | ||
− | |<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows | + | |<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows the province code (On) to be displayed instead of the full name (Ontario). |
|- | |- | ||
| | | | ||
− | <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 | + | <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 an empty line to be left instead of the organization's name. |
|<span style="color: rgb(255, 0, 0);">'''H:'''</span> When this box is not checked, the lines separating each receipt copy will be printed. | |<span style="color: rgb(255, 0, 0);">'''H:'''</span> When this box is not checked, the lines separating each receipt copy will be printed. | ||
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− | <span style="color: rgb(255, 0, 0);">'''I:'''</span> Allows | + | <span style="color: rgb(255, 0, 0);">'''I:'''</span> Allows the logo to be hidden on the receipt. |
|<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);">'''J:'''</span> Enables to show activities for which the donor have made a donation on the receipt. | ||
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{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" | {| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" | ||
|- | |- | ||
− | | colspan="2" | After clicking on "Preview eReceipt", | + | | colspan="2" | After clicking on "Preview eReceipt", the web browser will open this window: |
|- | |- | ||
| colspan="2" | [[File:ProDon5_Configuration_of_a_Standard_Type_Receipt_007.png]]<br> | | colspan="2" | [[File:ProDon5_Configuration_of_a_Standard_Type_Receipt_007.png]]<br> | ||
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | <span style="color: rgb(255, 0, 0);">'''A | + | <span style="color: rgb(255, 0, 0);">'''A:'''</span> 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. |
| width="50%" | | | width="50%" | | ||
− | <span style="color: rgb(255, 0, 0);">'''B | + | <span style="color: rgb(255, 0, 0);">'''B:'''</span> For security reasons, users and clients will have to answer the Captcha to ensure that they are not robots. See example below: |
|- | |- | ||
| colspan="2" | <center> [[File:ProDon5_Configuration_of_a_Standard_Type_Receipt_008.png]] <br> </center> | | colspan="2" | <center> [[File:ProDon5_Configuration_of_a_Standard_Type_Receipt_008.png]] <br> </center> | ||
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− | |<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows to | + | |<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows new prefixes to be created. |
− | |<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows | + | |<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows the available prefixes to be viewed. |
|} | |} | ||
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==== "Email" tab ==== | ==== "Email" tab ==== | ||
− | The "Email" tab allows | + | The "Email" tab allows the email sent to the clients to be configured. This tab require the eReceipt Module. |
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" | {| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" | ||
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|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows | + | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the subject of the email that will be sent to be entered. |
| width="50%" | | | width="50%" | | ||
− | <span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows | + | <span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the senders information to be written. This information is required to send an email. |
|- | |- | ||
− | | colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows | + | | colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> 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. |
|} | |} | ||
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==== "France" tab ==== | ==== "France" tab ==== | ||
− | The "France" tab allows | + | The "France" tab allows the french receipts with this country standards to be configured. |
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" | {| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" | ||
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|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows | + | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the selection of the boxes that will be checked on the receipt. |
| width="50%" | | | width="50%" | | ||
<span style="color: rgb(255, 0, 0);">'''B:'''</span> This buttons allows the display of the client's NUC or the receipt reference number. | <span style="color: rgb(255, 0, 0);">'''B:'''</span> This buttons allows the display of the client's NUC or the receipt reference number. | ||
|- | |- | ||
− | | colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows | + | | colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the addition of a picture which will be at the left of the thank-you as well as the size to millimeter format. |
|} | |} |
Revision as of 12:50, 22 February 2017
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 customizability 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, you need to perform the general configuration.
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-yous 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.
"Sequences" tab
The "Sequences" tab allows to configure the prefixes and sequences of various ProDon receipts.
"Email" tab
The "Email" tab allows the email sent to the clients to be configured. This tab require the eReceipt Module.
"France" tab
The "France" tab allows the french receipts with this country standards to be configured.
Example of paper receipt option
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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.