Managing & Editing Receipts

Receipts play an essential role in the donor experience. They serve as confirmation of a successful donation, provide important tax information, and reinforce trust through clear and timely communication. Well-designed receipts can also extend donor engagement by reflecting your organization’s voice, expressing gratitude, and clearly summarizing the impact of the gift.

This article explains how to access, edit, and manage receipts so you can ensure donors receive accurate, consistent, and meaningful confirmation after every contribution.

Navigate to Receipts

You can navigate to Fundraising > Receipts to view all receipt templates. The Receipts Table includes receipts for Popup forms alongside legacy receipt templates in a single view. From this area, you can set a receipt as the default, customize or preview existing receipts, or create a new receipt.

Receipts for 2.0 forms are not yet available in the Receipts Table and must be managed from the Receipts tab on the individual form. Navigate to Fundraising > Select an Embed > Edit > Receipts Tab. Full unification of all receipt types is anticipated in Q2 2026.

Assigning Receipts from the Campaign or Embed Detail Page

You can also assign or create a receipt directly from a Campaign or Embed detail page without navigating to the Receipts Table.

On an Embed detail page, select the Receipt button to open a dropdown. From here, search for and select an existing receipt to assign it to the embed, or select + Create Receipt to create a new one.

On a Campaign detail page, select the ellipsis menu and choose Create Receipt. Enter a Receipt Name, select a Receipt Template to use as a starting point, and select Create Receipt.

Receipt Defaults

By default, the organization-level default receipt applies to all Giving Forms. This can be overridden at more specific levels:

A receipt assigned at the Campaign level overrides the organization default.
A receipt assigned at the Embed level overrides both the Campaign and organization defaults.

To set or change the organization default, navigate to Fundraising > Receipts, open the "..." menu on a receipt, and select Set as Default.

Customizing Receipts

Receipts function as templates, meaning any edits made to a receipt will apply everywhere that receipt is currently in use. To open the Receipt Editor, navigate to Fundraising > Receipts > Edit.

The Receipt Editor is organized into two sections:

Appearance: Set the colors and fonts used in the receipt email.
Content: Configure the email subject line and customize the following content areas:
- Intro Content: Add a headline and opening salutation.
- Body Content: Add a custom message to the body of the receipt.
- Donation Details: Choose which donation information to display.
- Closing Content: Add a closing paragraph, salutation, organization name, and an optional signature image.
- Footer: Add a footer message to the bottom of the receipt.

Each content area can be toggled on or off using the checkbox next to it. When finished, click Save to save your changes as a draft, or Publish to make them live.

2.0 Receipt Editor

2.0 receipts currently use a different editor. If a 2.0 receipt is already in use, you will be prompted to confirm your changes before proceeding. Within the editor, hover over a section and select the pencil icon to edit it, or use the three-line icon to drag and drop sections into your desired order. You can also click into the Element Library to add or modify elements, add Custom Content to personalize your messaging, and insert or remove merge tags to display transaction details. To update the email subject line, select Email Details.