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Level 1

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!

2 Comments
Highlighted
Level 15

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.

Highlighted
Level 15

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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