How do I Edit Receipt Templates in Virtuous?

To edit existing receipt templates or create new templates in Virtuous, Go to the Settings page, select the "Odds & Ends" category, and then click on "Manage Templates."

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On the following screen, you will see a list of existing templates. Use the icons to the right to see a preview of any template or make a copy of any existing template. To make small changes to the base system templates, make a copy and then edit the code on the following screen.

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To create a new template from scratch, click on the "Create a Template" button in the upper-right.

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Receipt templates are written in code using HTML + Handlebars. Below is a list of merge fields that may be used in creating receipts, as well as sample code for a receipt template:

Receipt Merge Fields

  • Receipts (List)
    • Index
    • Contact
      • ContactIdBarcodeUrl
      • Address
        • AddressLine1
        • AddressLine2
        • City
        • State
        • Postal
        • Country
      • ContactId
      • ContactName
      • ContactInformalSalutation
      • Email
      • LegacyContactId
      • PrimaryIndividual
        • Prefix 
        • FirstName
        • MiddleName
        • LastName
        • Suffix
      • Salutation
      • SecondaryIndividual
        • Prefix
        • FirstName
        • MiddleName
        • LastName
        • Suffix
      • YearToDateGiftList (List)
        • GiftId
        • GiftDate
        • GiftAmount
        • GiftTaxDeductibleAmount
        • GiftDesignation
        • GiftDesignations (List)
          • Project
            • Id
            • Name
            • ProjectCode
            • ExternalAccountingCode
          • ParentProject
            • Id
            • Name
            • ProjectCode
            • ExternalAccountingCode
          • AmountDesignated
          • BarcodeUrl
        • CampaignName
        • CommunicationName
        • CommunicationChannel
        • SegmentName
        • SegmentCode
      • Custom Field
        • Name
        • Type [list, text, date, true/false]
        • Value
    • Gift
      • GiftId
      • GiftDate
      • GiftAmount
      • GiftTaxDeductibleAmount
      • GiftAmountBarcodeUrl
      • GiftDesignationBarcodeUrl
      • GiftDesignation
      • GiftDesignations (list)
        • Project
          • Id
          • Name
          • ProjectCode
          • ExternalAccountingCode
        • ParentProject
          • Id
          • Name
          • ProjectCode
          • ExternalAccountingCode
        • AmountDesignated
        • BarcodeUrl
      • CampaignName
      • CommunicationName
      • CommunicationChannel
      • SegmentName
      • SegmentCode
      • GiftPremiums (List)
        • Name
        • FairMarketValue
        • Quantity
  • TotalReceipts
  • Organization
    • Name
  • ReceiptDateLong
  • ReceiptDateShort
  • User
    • FirstName
    • LastName
    • Title

Sample Receipt Template:

{{#each Receipts}}

   <div id="{{Gift.GiftId}}"  class="letter-wrapper">

       <section id="org-meta-data">

           <p>

               {{../Organization.Name}}<br>

               {{#if ../Organization.Address}}

                   {{#with ../Organization.Address}}

                       {{AddressLine1}}<br>

                       {{#if AddressLine2}}

                           {{AddressLine2}}<br />

                       {{/if}}

                       {{City}}, {{State}} {{Postal}}

                   {{/with}}

               {{/if}}

           </p>

       </section>

 

       <section id="date">

           <p>{{ReceiptDateLong}}</p>

       </section>

 

       <section id="contact-meta-data">

           <p>

               {{Contact.ContactName}}<br />

               {{#if Contact.Address}}

                   {{#with Contact.Address}}

                       {{AddressLine1}}<br />

                       {{#if AddressLine2}}

                           {{AddressLine2}}<br />

                       {{/if}}

                       {{City}}, {{State}} {{Postal}}<br />

                   {{/with}}

               {{/if}}

           </p>

       </section>

 

       <section id="salutation">

           <p>Dear {{Contact.Salutation}},</p>

       </section>

 

       <section id="letter-body">

           <p>Thank you for your generous gift of <strong>{{Gift.Amount}}</strong> on <strong>{{Gift.GiftDate}}</strong>. No goods or services were provided in exchange for this contribution. {{../Organization.Name}} is recognized as a 501(c)(3) nonprofit organization under the IRS tax code. All donations are tax deductible to the fullest extent allowed by law.</p>

           <p>Below is an itemized list of all gifts received for the tax year {{CurrentYear}}.</p>

       </section>

 

       <section id="itemized-giving">

           <table>

               <thead>

                   <tr>

                       <th>Gift Date</th>

                       <th>Gift Amount</th>

                       <th>Project</th>

                   </tr>

               </thead>

               <tbody>                    

                   {{#each Contact.YearToDateGiftList}}

                   <tr>

                       <td>{{GiftDate}}</td>

                       <td>{{GiftAmount}}</td>

                       <td>{{GiftDesignation}}</td>

                   </tr>

                   {{/each}}

 

                   <tr class="ytd-total">

                       <td>Year-to-Date Total</td>

                       <td colspan="2">{{Contact.YearToDateGiving}}</td>

                   </tr>

               </tbody>

           </table>

       </section>

       <section id="conclusion">

           <p>Please keep a copy of this receipt for tax-purpose.</p>

       </section>

 

       <section id="signature">

           <p>

               Sincerely,<br>

               {{../User.FirstName}} {{../User.LastName}}<br>

               {{../User.Title}}

           </p>

       </section>

 

       {{#if ../PostScript}}

           <section id="post-script" class="hide">

               <p>{{../PostScript}}</p>

           </section>

       {{/if}}

   </div>

{{/each}}

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