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  • Change address on receipt

    Hello,

    I've updated our address in both the portal and connect a few times, but I can't seem to reflect the changes in our receipt. How can I change the address that is sent out on receipts?

    Thank you!

  • #2
    Good day @samanthap

    It seems those transactions has been processed from the Checkout page. In case of Checkout pages, address information will be pulled from the respective Checkout page.

    Please follow the steps below to update the address information:

    To edit Classic and Friendly EasyPages:

    >> Click on pencil(edit) icon
    >> Continue through wizard by clicking ‘Go To Next Step’ until on Step 7
    >> Edit ‘Address/Organizational Information’ << here update the address
    >> Click ‘Go To Next Step’ to save changes

    To edit Cataloge (Advanced) Checkout Pages:

    >> Click on pencil (edit) icon
    >> Click on Customize
    >> Scroll down to ‘Address/Organizational Information’ << here update the address
    >> Click ‘Update’ to save changes

    Please check and 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

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    • #3
      I have a similar question but cannot figure out how to start a new topic. We need to change the donors address for a recurring donation. The above response appears to be about changing OUR org address. That's not what I need. Where do I go to change the donors address? He is getting his old address on the auto-generated receipts every month.

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      • #4
        Good day @Tracy

        You may update the donor information for Recurring transaction by logging into the C&P Connect >> locate the transaction >> Manage Recurring >> here update donor info:

        See Images:
        Click image for larger version

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        Click image for larger version

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        Please note that the changes will effect from the next installment.

        Hope that answers your question. 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

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