Information Needed

See more
See less

How to preview VT customized receipt?

  • Filter
  • Time
  • Show
Clear All
new posts

  • How to preview VT customized receipt?


    I'm still setting up and getting the hang of C&P Connect, and have not yet tested the Virtual Terminal because I'm not sure I have it set up correctly. I think I'm about ready, I figured out the custom questions and (I think) the mapping for everything. Under Receipt Customization, I've entered a Header and Terms & Conditions and set Internal Notification. But I have absolutely no idea what it will look like to the recipient. Conspicuously missing from the fields are anything to do with our org, our address, our departmental contact information, and perhaps a logo or header image.

    Will you please point me to this information? Thanks!

  • #2
    Good day @Susanna
    Sorry but we don't have an option of preview for Receipts. However, you can process a transaction with custom payment and review the receipt.

    Please find the attached example receipt:
    Click image for larger version

Name:	Receipt.jpg
Views:	25
Size:	96.0 KB
ID:	26403
    Hope that helps.
    Click & Pledge Support Department

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

    Join us @ the educational webinars:
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday:
    Are you on Salesforce? Join us at the Power of Us Hub: