Managing & Editing 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

There are two ways to navigate to your organization's receipts.

You can navigate to Settings > Manage Receipts to view all receipt templates. From this area, you can set a receipt as the default, customize or preview existing receipts, or create a new receipt.

Alternatively, navigate to Campaigns > Select a Campaign > Select a Giving Form > Receipts Tab. From the Giving Form, you can assign a receipt to that form, preview it, clone an existing receipt, or create a new one.

The default receipt is automatically applied when a new Giving Form is created.

Customizing Receipts

1. Navigate to a Settings > Manage Receipts > Customize.

2. If the receipt is already in use, you will be prompted to confirm your changes.

   1. Select Yes, Edit This Receipt to proceed.

Within the Receipt Editor, you can customize both the layout and content of your receipt. Hover over a section and select the pencil icon to edit it, or use the three-line icon to drag and drop the section to your desired location. You can also click directly into the Element Library to add or modify elements.

You can add Custom Content to personalize your messaging and insert or remove merge tags to display transaction details such as the donor’s name or donation amount. To update the email subject line, select Email Details.

When finished, click Save to apply your changes.