Author Topic: Limit contribution information output for pdf receipts (Read 524 times)

ncoughlin · July 16, 2012, 07:25:51 am

When I generate PDF receipts for contributions for Households, they display the amount and the date received. For individuals, however, they display amount, date received, First Name, Last Name, Email, and Phone. How can I make it so receipts for individuals ONLY display amount and date received, as they do for Households? Can someone let me know what I need to change?

Michael McAndrew · July 17, 2012, 03:01:49 am

Hey ncoughlin,

You should be able to do that by editing the 'Contributions - Receipt (on-line)' template on this page: http://drupal.demo.civicrm.org/civicrm/admin/messageTemplates?reset=1#workflow

Depending on your CiviCRM version, you can get there by going to Administer > Communications > Message templates > System Workflow Messages.

Looking on the demo, I don't see any fields for First Name, Last Name, Email, and Phone so I am presuming that someone on your end put them in there? Or maybe those fields were there in your version, but have now been removed. Let us know if that doesn't solve the problem.

Also, would be useful to know where you looked for this information so we work out if there are ways to make it more accessible.

Michael

ncoughlin · July 17, 2012, 08:16:47 am

Thanks for the response, Michael!

I have been editing the HTML format (not really knowing html all that well, I'm just making changes to see how it affects the letter) of the Contributions Receipt - (on-line) to fit our needs. This is what I have there:

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
<title></title>
</head>
<body>

{capture assign=headerStyle}colspan="2" style="text-align: left; padding: 4px; border-bottom: 1px solid #999; background-color: #eee;"{/capture}
{capture assign=labelStyle }style="padding: 4px; border-bottom: 1px solid #999; background-color: #f7f7f7;"{/capture}
{capture assign=valueStyle }style="padding: 4px; border-bottom: 1px solid #999;"{/capture}

<center>
<table width="500" border="0" cellpadding="0" cellspacing="0" id="crm-event_receipt" style="font-family: Arial, Verdana, sans-serif; text-align: left;">







<tr>
<td>

{if $is_pay_later}
<p>{$pay_later_receipt}</p> {* FIXME: this might be text rather than HTML *}
{else}
<table width="660px" border="0">
<tr><td valign="top"><img src="http://www.h2oforlifeschools.org/images/download-thumb-100.png" width="100" height="108" /><br /><br />
<span style="font-size:25px;"><strong>Donation Receipt</strong></span></td>
<td align="right">
<span style="font-size:11px;"><p><strong>H2O for Life</strong><br>1310 Highway 96 East<br />
White Bear Lake, MN 55110<br />
651.756.7577 p<br />
866.427.7183 f<br />
www.h2oforlifeschools.org
<br />
</p></span></td>

</tr>

</table>

<table width="420px" border="0">
<tr>
<th></th>
</tr>
<tr>
<td>{contact.display_name} <br />{contact.street_address}<br />{contact.city}, {contact.state_province} {contact.postal_code}</td>
</tr>
</table>
{/if}

</td>
</tr>
</table>
<table width="500" style="border: 1px solid #999; margin: 1em 0em 1em; border-collapse: collapse;">

{if $amount}

<tr>
<th {$headerStyle}>
{ts}Contribution Information{/ts}
</th>
</tr>

{if $lineItem and $priceSetID}

{foreach from=$lineItem item=value key=priceset}
<tr>
<td colspan="2" {$valueStyle}>
<table> {* FIXME: style this table so that it looks like the text version (justification, etc.) *}
<tr>
<th>{ts}Item{/ts}</th>
<th>{ts}Qty{/ts}</th>
<th>{ts}Each{/ts}</th>
<th>{ts}Total{/ts}</th>
</tr>
{foreach from=$value item=line}
<tr>
<td>
{if $line.html_type eq 'Text'}{$line.label}{else}{$line.field_title} - {$line.label}{/if} {if $line.description}<div>{$line.description|truncate:30:"..."}</div>{/if}
</td>
<td>
{$line.qty}
</td>
<td>
{$line.unit_price|crmMoney:$currency}
</td>
<td>
{$line.line_total|crmMoney:$currency}
</td>
</tr>
{/foreach}
</table>
</td>
</tr>
{/foreach}
<tr>
<td {$labelStyle}>
{ts}Total Amount{/ts}
</td>
<td {$valueStyle}>
{$amount|crmMoney:$currency}
</td>
</tr>

{else}

<tr>
<td {$labelStyle}>
{ts}Amount{/ts}
</td>
<td {$valueStyle}>
{$amount|crmMoney:$currency} {if $amount_level} - {$amount_level}{/if}
</td>
</tr>

{/if}

{/if}

{if $receive_date}
<tr>
<td {$labelStyle}>
{ts}Received{/ts}
</td>
<td {$valueStyle}>
{$receive_date|crmDate}
</td>
</tr>
{/if}

{if $is_monetary and $trxn_id}
<tr>
<td {$labelStyle}>
{ts}Transaction #{/ts}
</td>
<td {$valueStyle}>
{$trxn_id}
</td>
</tr>
{/if}

{if $is_recur}
{if $contributeMode eq 'notify'}
<tr>
<td {$labelStyle}>
{ts 1=$cancelSubscriptionUrl}This is a recurring contribution. You can modify or cancel future contributions by <a href="%1">logging in to your account</a>.{/ts}
</td>
</tr>
{elseif $contributeMode eq 'directIPN' and $receiptFromEmail}
<tr>
<td {$labelStyle}>
{ts 1=$receiptFromEmail}This is a recurring contribution. To modify or cancel future contributions please contact us at %1.{/ts}
</td>
</tr>
{/if}
{/if}

{if $honor_block_is_active}
<tr>
<th {$headerStyle}>
{$honor_type}
</th>
</tr>
<tr>
<td colspan="2" {$labelStyle}>
{$honor_prefix} {$honor_first_name} {$honor_last_name}
</td>
</tr>
{if $honor_email}
<tr>
<td {$labelStyle}>
{ts}Honoree Email{/ts}
</td>
<td {$valueStyle}>
{$honor_email}
</td>
</tr>
{/if}
{/if}

{if $pcpBlock}
<tr>
<th {$headerStyle}>
{ts}Personal Campaign Page{/ts}
</th>
</tr>
<tr>
<td {$labelStyle}>
{ts}Display In Honor Roll{/ts}
</td>
<td {$valueStyle}>
{if $pcp_display_in_roll}{ts}Yes{/ts}{else}{ts}No{/ts}{/if}
</td>
</tr>
{if $pcp_roll_nickname}
<tr>
<td {$labelStyle}>
{ts}Nick Name{/ts}
</td>
<td {$valueStyle}>
{$pcp_roll_nickname}
</td>
</tr>
{/if}
{if $pcp_personal_note}
<tr>
<td {$labelStyle}>
{ts}Personal Note{/ts}
</td>
<td {$valueStyle}>
{$pcp_personal_note}
</td>
</tr>
{/if}
{/if}

{if $onBehalfProfile}
<tr>
<th {$headerStyle}>
{$onBehalfProfile_grouptitle}
</th>
</tr>
{foreach from=$onBehalfProfile item=onBehalfValue key=onBehalfName}
<tr>
<td {$labelStyle}>
{$onBehalfName}
</td>
<td {$valueStyle}>
{$onBehalfValue}
</td>
</tr>
{/foreach}
{/if}

{if ! ($contributeMode eq 'notify' OR $contributeMode eq 'directIPN') and $is_monetary}
{if $is_pay_later}
<tr>
<th {$headerStyle}>
{ts}Registered Email{/ts}
</th>
</tr>
<tr>
<td colspan="2" {$valueStyle}>
{$email}
</td>
</tr>
{elseif $amount GT 0}
<tr>
<th {$headerStyle}>
{ts}Billing Name and Address{/ts}
</th>
</tr>
<tr>
<td colspan="2" {$valueStyle}>
{$billingName}<br />
{$address|nl2br}<br />
{$email}
</td>
</tr>
{/if}
{/if}

{if $contributeMode eq 'direct' AND !$is_pay_later AND $amount GT 0}
<tr>
<th {$headerStyle}>
{ts}Credit Card Information{/ts}
</th>
</tr>
<tr>
<td colspan="2" {$valueStyle}>
{$credit_card_type}<br />
{$credit_card_number}<br />
{ts}Expires{/ts}: {$credit_card_exp_date|truncate:7:''|crmDate}<br />
</td>
</tr>
{/if}

{if $selectPremium}
<tr>
<th {$headerStyle}>
{ts}Premium Information{/ts}
</th>
</tr>
<tr>
<td colspan="2" {$labelStyle}>
{$product_name}
</td>
</tr>
{if $option}
<tr>
<td {$labelStyle}>
{ts}Option{/ts}
</td>
<td {$valueStyle}>
{$option}
</td>
</tr>
{/if}
{if $sku}
<tr>
<td {$labelStyle}>
{ts}SKU{/ts}
</td>
<td {$valueStyle}>
{$sku}
</td>
</tr>
{/if}
{if $start_date}
<tr>
<td {$labelStyle}>
{ts}Start Date{/ts}
</td>
<td {$valueStyle}>
{$start_date|crmDate}
</td>
</tr>
{/if}
{if $end_date}
<tr>
<td {$labelStyle}>
{ts}End Date{/ts}
</td>
<td {$valueStyle}>
{$end_date|crmDate}
</td>
</tr>
{/if}
{if $contact_email OR $contact_phone}
<tr>
<td colspan="2" {$valueStyle}>
<p>{ts}For information about this premium, contact:{/ts}</p>
{if $contact_email}
<p>{$contact_email}</p>
{/if}
{if $contact_phone}

<p>{$contact_phone}</p>
{/if}
</td>
</tr>
{/if}
{if $is_deductible AND $price}
<tr>
<td colspan="2" {$valueStyle}>
<p>{ts 1=$price|crmMoney:$currency}The value of this premium is %1. This may affect the amount of the tax deduction you can claim. Consult your tax advisor for more information.{/ts}</p>
</td>
</tr>
{/if}
{/if}

{if $customPre}
<tr>
<th {$headerStyle}>
{$customPre_grouptitle}
</th>
</tr>
{foreach from=$customPre item=customValue key=customName}
{if ($trackingFields and ! in_array($customName, $trackingFields)) or ! $trackingFields}
<tr>
<td {$labelStyle}>
{$customName}
</td>
<td {$valueStyle}>
{$customValue}
</td>
</tr>
{/if}
{/foreach}
{/if}

{if $customPost}
<tr>
<th {$headerStyle}>
{$customPost_grouptitle}
</th>
</tr>
{foreach from=$customPost item=customValue key=customName}
{if ($trackingFields and ! in_array($customName, $trackingFields)) or ! $trackingFields}
<tr>
<td {$labelStyle}>
{$customName}
</td>
<td {$valueStyle}>
{$customValue}
</td>
</tr>
{/if}
{/foreach}
{/if}

</table>
</center>Dear {contact.display_name},<br><br>
{if $receipt_text}
<p>{$receipt_text|htmlize}</p>
{/if}
</body><br><br><strong>TAX RECEIPT - KEEP FOR YOUR RECORDS</strong></span>
<span style="font-size:12px;"><p><i>Your contribution is tax-deductible to the extent allowed by law. You may save or print this receipt for your records. This email certifies that you have made this donation as a charitable contribution and you are not receiving any goods or services in return. This receipt may be useful to you when completing your tax return. H2O for Life EIN #26-0338552.</i><br />
</html>

CiviCRM Community Forums (archive)

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Author Topic: Limit contribution information output for pdf receipts (Read 524 times)

ncoughlin

Limit contribution information output for pdf receipts

Michael McAndrew

Re: Limit contribution information output for pdf receipts

ncoughlin

Re: Limit contribution information output for pdf receipts