Receipt Setup

Accessing Receipt Settings

  1. Go to Administer > CiviContribute > Receipt Settings in your CRM.

  2. View and edit a sample receipt, where all items marked with red text can be customized.

Customizing Your Receipt

  • Branding: Select your organization’s brand color and upload your logo.

  • Receipt Message: Set custom text for your receipts. There are two main types of messages:

    • Tax-deductible receipts (donations): Add donor appreciation text.

    • Non-tax-deductible receipts (payments): Add a simple acknowledgment.

  • Note: The “Dear [First Name]” line is added automatically. Do not include it in your custom message.

  • Note: CRM tokens (dynamic placeholders) cannot be used in this message section.

  • Organization Details: Add your tax ID, address, and contact information for inclusion on the receipt.

Sending Receipts

  • When a donation is made or someone registers for an event, the CRM automatically sends an email with the attached receipt and your custom message.

Event-Specific and Page-Specific Messages

  • For a specific event, navigate to the event’s configuration under online registration.

    • Enable confirmation emails and add your custom message in the provided box.

    • This message will override the default for that event’s confirmations.

  • For contribution pages (e.g., food orders, fundraising pages):

    • Go to “Configure Receipt” for that page and ensure the receipt section is enabled.

    • Enter your custom message here. Payments made via this page will use this specific receipt text, replacing the default.