How to edit organization information in the standard C&P receipt

[snesson]

Hi - I have a client using the standard C&P receipt and they'd like to change the org address/email/phone that appears at the top of the receipt before the item table. The account information in the Portal and in Connect are the same - but they're not the same as the address/email/phone that appear on the C&P receipt. Can you remind me where the org information on the standard receipt comes from, and how I can update it? I can provide access if you need it. Right now I'm testing in a developer org (with NPSP components installed) and seeing the same behavior. I'm running the latest class library and PaaS.

[CnP.Support.AM]

Good day @snesson

Would you please share the order number of the transaction in the question as well as grant us login access to your Salesforce account?

Looking forward to hearing back from you.

[snesson]

Order number 1612011839024141111
Org id: 00Dj00000029s8I login access granted. This is a developer account for testing.
The payment page was a standard C&P page created in the portal (in test mode)

[CnP.Support.AM]

Good day @snesson

ah, if that the case then please login to portal and follow the below steps: In case of checkout pages, that information will pull from the Address/Organizational Information in Step7:

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 you will find that information which you are referring to
>> 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’ and make edits > here you will find that information which you are referring to
>> Click ‘Update’ to save changes

Hope that helps. Please check and let us know if we can be of any further assistance.

[snesson]

Thanks, that makes sense. However, the client is using Gravity Forms, so this solution would not apply to them. If using Gravity Forms, does the standard C&P receipt take the org address from the Account Info in Portal, or from the Account info in Connect? Secondly, if I wanted to create a customized receipt in Connect for them, how would I make that receipt the one used by Gravity Forms? Do I have to associate the new receipt with a "Campaign" in Connect?

[CnP.Support.AM]

Good day @snesson

In case of Gravity Forms it pulls the info from the Connect Account Info. However, regarding the receipts send through Connect, as of now it is not possible but it is under development. We are working on the release of Gravity Forms in which you may send the Receipts based on Connect Campaign alias, which means we can send the receipts through Connect. Please keep an eye on the release channel.

Hope that answers your question. Let us know if we can be of any further assistance.