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Can I customise my donation receipts?
Zoho ERP lets you choose between single line-item and multi line-item layouts for your donation receipts and set the default content that appears on them.
To switch between receipt layouts, click Change next to PDF Template while creating or editing a donation. In the Choose Template panel, select Single Line Item or Multi Line Item.
You can also configure the default content for your receipts. Here’s how:
- Go to Settings and select Donations under Sales in the Module Settings pane.
- In the Preferences tab, set the following under Donation Receipt Settings:
| Field | What It Does |
|---|---|
| Terms and Conditions | Adds standard terms to every receipt. |
| Notes | Adds a default message or additional information. |
| Donation Quotes | Displays a short motivational quote on the receipt. |
| Signature URL | Adds an authorized signature image to receipts. |
Insight:
You can also:
- Add custom fields to capture additional information from the Fields tab in Donation Settings.
- Configure multiple transaction number series to organize donations by branch or region.
- Manage your donation receipt PDF layout from Settings > Customisation > PDF Templates .