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  • Using CiviContribute (Moderator: Donald Lobo) »
  • Generating Receipts for Offline Contributions
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Author Topic: Generating Receipts for Offline Contributions  (Read 1243 times)

marinator

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Generating Receipts for Offline Contributions
August 27, 2009, 08:42:50 am
Hi,

Our charity recently received a number of donations by cash and cheque. We entered the contact information for each donor. Now we would like to enter their contributions in CiviContribute and have the system generate a receipt for their offline donations. We'd like this receipt to be the same kind as the one online contributors receive. This important because all of our receipts must be sequential.

Please let me know if this is possible and how I would go about doing this. Thanks very much for your help.

Mike

Kurund Jalmi

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Re: Generating Receipts for Offline Contributions
August 27, 2009, 09:17:35 am
Mike:

When you add offline contribution there is an option to send email receipt. I think it is quite similar online receipt. You might have to modify
Quote
templates/CRM/Contribute/Form/ReceiptMessageOffline.tpl

If you want exactly same receipt for offline.

HTh

Kurund
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marinator

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Re: Generating Receipts for Offline Contributions
August 27, 2009, 09:32:25 am
Thank You Kurund. Would you be able to explain where I go to actually input the contribution? Is it under CiviContribute or the individual contact records? Thanks again for your help.

Mike

Kurund Jalmi

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Re: Generating Receipts for Offline Contributions
August 27, 2009, 09:42:23 am
You might want to check: http://en.flossmanuals.net/CiviCRM/FundTactics

Kurund
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greenyoga

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Re: Generating Receipts for Offline Contributions
October 01, 2009, 10:31:37 pm
The civiCRM book at http://en.flossmanuals.net/CiviCRM/FundTactics is helpful on this matter.   The button and link on my Joomla installation both say "Record Contribution (Check, Cash, EFT ...)" and do what the documentation says the "Record Offline Contribution" link would do, so there is a variety of nomenclature out there.

For customization,
Quote
templates/CRM/Contribute/Form/ReceiptMessageOffline.tpl
did not work for me.

This customization is very important as it pertains to a constituent contact and therefore should be tightly controlled.

I found the following to be effective:  1) edit the body of the message here...
Quote
/administrator/components/com_civicrm/civicrm/templates/CRM/Contribute/Form/Message.tpl
  There is an if/else statement at the top.  I would suggest changing the generic "thank you" that comes after the "else" to a more customized message.  Remind them why it was such a good idea to give you money.   Reiterate your mission.

2) edit email subject here...
Quote
/administrator/components/com_civicrm/civicrm/CRM/Contribute/Form/AdditionalInfo.php line 411
   I suggest replacing the generic "Contribution Receipt" with something that mentions your organization name to solidify branding and avoid appearing as junk.

Best of luck.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviContribute (Moderator: Donald Lobo) »
  • Generating Receipts for Offline Contributions

This forum was archived on 2017-11-26.