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  • Editing the Default Receipt content

    Hello, I had posted a message a couple of days ago and I'm appreciative of the feedback I've received to this point.

    However, I'm really new to C&P, and I need to adjust content in the Details section of an automated receipt (reading: This is a recurring payment. Your card will be charged $xx.xx every Month. For cancellation please contact us at the email address or phone number listed above.) but I don't know where or how to do this. I just need to have one word "above" changed to "below."

    At some point, I'll create a new receipt using C&P Designer/Autoresponder, and I'll need to work with those tools a bit, but in the meantime, I really just need to modify this one word right away. Again, I was able to edit the footer area without trouble at
    https://portal.clickandpledge.com/YourAccount/(Receipt), but that's as far as I could go, and since our contact information is located below, the word needs to change in that particular block of content. By the way, I'm using a customized form for my website (https://www.freetheslaves.net/donate), so the Checkout Pages feature is not directly related to workflow from what I can tell.


    I'll certainly need feedback on to replace the current receipt with an updated version (rendered in C&P Designer), especially if it's not possible to modify the one word in the current form. Anyhow, I look forward to receiving feedback.

    Thanks,
    Michael
    Last edited by michaelkshelton; 04-01-2015, 10:14 AM.

  • #2
    Good day!

    The text in the recurring section cannot be changed. That is part of the system and is hard coded.

    The information in the top may be changed through the "Receipt Header" section so you may add your phone number there. The design is based on having the organization address, EIN, phone, etc. all in the header of the receipt.

    Hope that answers the question.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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    • #3
      So how can we edit the portion above where our Organization Name is to display the contact information? where is that stored?

      Comment


      • #4
        Good day!

        The default information that shows up in the receipt, as shown by the red box in the following image, may be changed as described below:
        Click image for larger version

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        By default the information comes from the Profile: Portal > Account Info > Profile

        - Address 1
        - Address 2
        - City, State Zip
        - Country
        - Email: Receipt Reply to Email
        - Phone

        As stated above the information in the Profile is what is used as "default".

        Each checkout page, virtual terminal, Salesforce, etc. may also be customized by editing the "Receipt Header" field for the page. For example in the Classic page it may be customized using the following field:

        Click image for larger version

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        In the Catalog pages it may be customized in the Customize tab:

        Click image for larger version

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        Organization Information field

        Click image for larger version

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        the idea is quite simple & flexible. Receipts use the default information in the absence of any other customization. Each page or process allows for customizing the receipt for that page or process. You have full control over how to set things up.

        I hope that answers your question.

        Please let us know if we can be of any further assistance.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment

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