ProDon:Configuration of a Standard Type Receipt

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Configuration of a Standard Type Receipt

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

General Configuration of the Receipt

NOTE: Before undertaking the configuration of the receipt type, 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 organization parameters" 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 to only configure the standard receipt type. To configure Word type receipts, do not consider this tab.

This tab allows to define some options of paper receipt.

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

ProDon5 Configuration of a Standard Type Receipt 001.png

A: 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.

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.

B: The "Preview" button allows to display a receipt example for the purpose of seeing where the elements will be located.

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

D: If the last box is not checked, this box allows to leave an empty line in place of the organization's name.

E: Allows to not display the logo on the receipt.

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

G: Allows to use the main contact and the main address of the transaction in the case of a receipt with thank-you.

H: Allows to display the title before the name.

I: Enables to display the suffix that follows the client's last name on the receipt, if needed.

J: 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).
K: Enables to show activities for which the donor have made a donation on the receipt. L: Allows to choose what will be the letter's header for the letter with thank-yous integrated to receipts.
M: Allows to display the official signature by selecting the path of the .jpg file, adjusting the dimension and the location.


"Electronic" tab

The "Electronic" tab allows to configure the issued receipts via IMakeAnOnlineDonation. This tab allows to define some eReceipt options.

ProDon5 Configuration of a Standard Type Receipt 002.png

A: Allows to choose between the standard Canadian receipt or the one used in France.

B: The "Preview eReceipt" button allows to display a receipt example to show where the elements will be placed.

C: Allows to display the official signature by selecting the path of the .jpg file, adjusting the dimension and the location. D: Allows to display the title before the name.
E: Enables to display on the receipt the organization's name that is issuing the receipt. F: Allows to only display the province code (On) instead of (Ontario).

G: If the box in E is not checked, this box allows to leave an empty line instead of the organization's name.

H: When this box is not checked, the lines separating each receipt copy will be printed.

I: Allows to not display the logo on the receipt.

J: Enables to show activities for which the donor have made a donation on the receipt.


"Sequence" tab

The "sequence" tab allows to configure the prefixes and sequences of various ProDon receipts. L'onglet « Séquence » permet de configurer les préfixes et séquences des divers reçus ProDon.

ProDon5 Configuration of a Standard Type Receipt 003.png

A: Allows the addition of a prefix of paper receipt format. To do so, the prefix must be added in E beforehand.

Permet l'ajout d'un préfixe aux reçus format papier. Pour ce faire, le préfixe doit au préalable être ajouté en E.

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.

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 E.

C: Allows the addition of a prefix of Online Donation receipt format. To do so, the prefix must be added in E beforehand.

Permet l'ajout d'un préfixe aux reçus Web. Pour ce faire, le préfixe doit au préalable être ajouté en E.

D: Allows the addition of a prefix of eReceipt format. To do so, the prefix must be added in E beforehand.

Permet l'ajout d'un préfixe aux reçus électroniques. Pour ce faire, le préfixe doit au préalable être ajouté en E.

E: Allows to create new prefix.

Permet la création de nouveaux préfixes.

F: Allows to view the available prefixes.

Permet de voir les préfixes disponibles.


"Email" tab

The "Email" tab allows to configure the email sending to the clients. This tab require the eReceipt Module.

L'onglet « Électroniques » permet de configurer les reçus électroniques. Cet onglet nécessite le module de Reçus Électroniques.

ProDon5 Configuration of a Standard Type Receipt 004.png

A: Allows to enter the subject of the email that will be sent.

Permet d'inscrire l'objet du courriel qui sera envoyé.

B: Allows to write the senders information. These information are required to send an email.

Permet l'insertion des informations de l'expéditeur.

C: 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.


"France" tab

The "France" tab allows to configure the french receipts with this country standards. L'onglet « France » permet de configurer les reçus français selon les standards de ce pays.

ProDon5 Configuration of a Standard Type Receipt 005.png

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

Permet de sélectionner les cases qui seront cochées sur le reçu.

B: 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.

C: Allows to add a picture which will be at the left of the thank-you as well as the size to 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
ProDon5 Configuration of a Standard Type Receipt 006.png

A: Location of the organization's information. Emplacement des coordonnées de l'organisme.

B: Location of the client's information. Emplacement du bloc d'adressage.

C: Location and size of the official signature. Emplacement et dimension de la signature officielle.



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

Pour générer les reçus, consulter la procédure « Traitement des reçus à émettre ».

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