Templates
Topics on Templates
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How to setup Receipts/Letters Overview
1. Receipts Overview Receipts are setup by creating a new Letter (Tab in Payments ...
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How to put your company information into the Receipt Template
Information on your receipt is found on different screens. For the organisation i ...
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How to put your company logo on the Receipt Template
Upload a logo/graphic for your receipt. NOTE: Logos will be shown at 50px in heig ...
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How to adjust the your Organisation details in the Receipt/Letter Template
1. How to adjust your organisation section fields This procedure describes how to ...
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How to adjust the Address details in the Receipt/Letter Template
1. How to adjust address section fields This procedure describes how to amend / o ...
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How to put your company letterhead on the Receipt Template
You can upload your own letterhead as an image. This will replace your organisati ...
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How to change Receipt body text and mail merge fields for Receipt/Letter Template
1. Navigate to the Letter Builder From the Letter object, click on the Letter Bui ...
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How to put your company Footer on the Receipt Template
You can upload your own Footer as an image. This will replace "Thank You" text (b ...
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How to adjust the payment totals section in the Receipt/Letter Template
The fields showing the payment information can be adjusted to suit your organisat ...
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How to change the colours of the Receipt Template
The colours used in the main body of the receipts area can be changed from the de ...
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How to view or test updates to Receipt/Letter Template
1. How to check/test receipt updates 1.1. Navigate to the Payment Txn's tab 1.2. ...