ProDon:Configuration of a Standard Type Receipt
| Configuration of a Standard Type Receipt |
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 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.
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For the next examples, please refer to the Example of paper receipt options. | |
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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. |
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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. |
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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. |
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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. |
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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 "  Confirm Edit " button to save the modifications.
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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 " Online Donation " Module.
" Sequences " tab
The " Sequences " tab allows the configuration of the prefixes and sequences of the various Prodon receipts.
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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). |
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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. |
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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. |
Adding a receipt sequence
After clicking on the  or  button, the following window opens up.
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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.
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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.
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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
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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.
