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Kollel
Level 1
posted
‎November 25, 2018 07:29 PM
last updated ‎November 25, 2018 7:29 PM

How to edit donation receipt and templates.

Our non-profit has existing donation receipts that were modified before my time.  On the template is a standard "thank you" with a field open for the amount donated.  It seems in the footer there is a place to print the Total, and that field was moved to where we needed in on the template.  Now we would like to add a small phase that would be typed into the memo field on our sales receipt when the donation is entered into QB that would appear on the receipt.  I looked for a memo field under Additional Customization, but could not find one.  I am not sure how the sales receipt was constructed, and I do not see how to edit it.  We are running Premier Non-Profit Edition 2008.  Much thanks!

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2 Comments
Rustler
Level 15
‎November 26, 2018 03:38 AM

How to edit donation receipt and templates.

the memo field provided by QB is for internal use

in customize data layout on the footer tab, use an Other 1 or 2 field, retitle it, and set it to print or show on screen (or create a custom field and use that.

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qbteachmt
Level 15
‎November 26, 2018 10:21 AM

How to edit donation receipt and templates.

You do't need a specific Field for freeform text; you can type that into the line with the donation item, or Enter Key to force that to a new line, or just use the next blank line for notational purposes.

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