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."

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.

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

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

  • Contact (Entity)
  • ContactId
  • Barcode
  • UrlAddress
  • AddressLine1
  • AddressLine2
  • City
  • State
  • Postal
  • Country
  • ContactId
  • ContactName
  • ContactInformalSalutation
  • Email
  • LegacyContactId
  • PrimaryIndividualPrefix FirstName
  • MiddleName
  • LastName
  • Suffix
  • Salutation
  • SecondaryIndividual
  • PrefixFirstName
  • MiddleName
  • LastNameSuffixYear
  • ToDateGiftList 
  • Gift (List)
  • GiftId
  • GiftDate
  • GiftAmount
  • GiftTaxDeductibleAmount
  • BarcodeUrlCampaignName
  • CommunicationName
  • CommunicationChannel
  • SegmentName
  • SegmentCode
  • GiftPremiums (List)
  • NameFairMarketValue
  • Quantity
  • TotalReceipts
  • OrganizationName
  • ReceiptDateLong
  • ReceiptDateShort
  • UserFirstNameLastNameTitle

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>
</tr>
</thead>
<tbody>
#{{#each Contact.YearToDateGiftList}}
<tr>
<td>#{{GiftDate}}</td>
<td>#{{GiftAmount}}</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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