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Managing & Editing Receipts

Configure, customize, and reuse donation receipts.

Receipts play an essential role in the donor experience. They serve as confirmation of a successful donation, provide important tax information, and reinforce trust through clear and timely communication. Well-designed receipts can also extend donor engagement by reflecting your organization’s voice, expressing gratitude, and clearly summarizing the impact of the gift.

This article explains how to access, edit, and manage receipts so you can ensure donors receive accurate, consistent, and meaningful confirmation after every contribution.

Navigate to Receipts

Navigate to Fundraising > Receipts to view all of your receipt templates in one place. From here you can set defaults, customize, preview, archive, or create new receipts.

Receipt Types

Your Receipts table can contain three types of receipts, shown in the Type column:

  • Receipt: the standard iDonate receipt used across your forms.
  • Legacy Receipt: receipts brought over from the legacy generation of iDonate.
  • 2.0 Receipt: receipts brought over from iDonate 2.0 Giving Forms.

    Receipt Defaults

    By default, the organization-level default receipt applies to all Giving Forms. This can be overridden at more specific levels:

    • A receipt assigned at the campaign level overrides the organization default.
    • A receipt assigned at the embed level overrides both the campaign and organization defaults.

    To set or change the organization default, navigate to Fundraising > Receipts, open the "..." menu on a receipt, and select Make Default.

    Assigning Receipts

    From Campaign detail pages: Use the "..." menu at the top of the campaign. The options depend on whether a receipt is already assigned:

    • Create Receipt (shown when no receipt is assigned): name the receipt, choose a starting template, and it's created and assigned to the campaign.
    • Receipt (shown when a receipt is assigned): open the campaign's assigned receipt to edit it.
    • Remove Receipt (shown when a receipt is assigned): unassign the receipt so the campaign falls back to the organization default.

    From Embed detail pages: Select the Receipt button to open the Receipts panel. Search or hover the list to preview any receipt, then click one to assign it. To clear a specific assignment and inherit the default instead, choose the default option at the top of the list — it's labeled Campaign Default when the parent campaign has its own receipt, or Organization Default when it doesn't.

    The panel lists receipts grouped by type with a live preview so you can confirm the right receipt before assigning it. You can also create a new receipt directly from the panel.

    Customizing Receipts

    Open the Receipt Editor from Fundraising > Receipts (click a receipt or choose Edit). The editor has a live preview on the right and editing controls on the left, organized into two sections:

    • Appearance: colors and fonts to match or complement your site's design.
    • Content: the email subject line and the receipt's content.

    Save your changes as a draft or publish them when you're ready.

    Standard & Legacy Receipt Editor

    For Receipt and Legacy Receipt types, the Content section is organized into configurable sections (intro, body, donation details, closing, and footer). Toggle sections on or off and edit their text.

    2.0 Receipt Editor

    The 2.0 Receipt editor is block-based. In addition to the Appearance controls and the email subject line, the Content section is built from a Header plus content blocks you can add, edit, remove, and reorder:

    • Custom Content: a rich-text block where you can add your own copy, images, and merge tags for transaction and donor details.
    • Donation Summary: the transaction summary table, with an optional organization logo and description.
    • Donor Information: donor and gift fields (name, address, amount, designation, payment method, tribute details, and more).
    • Today's Transaction: transaction fields such as authorization number, date, amount, deductible amount, and fair market value.
    • Schedule Information: recurring-gift fields such as billing frequency, start date, and schedule number.
    • Custom Fields: your organization's custom fields.

    To build the layout, add a block, choose the fields it should display and their order, then drag it into place in the preview. Hover a block in the preview to edit it, and use the merge-tag menu inside Custom Content blocks to insert donor and transaction values.