Ability to EDIT the PDF in Gift Receipting

It would be very helpful to be able to edit the PDF's in the RE NXT Gift Receipting page. Or to even have the ability to print out the email receipt or have a draft copy of the email receipt.

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  • Sep 29 2021
  • Reviewed: Voting Open
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  • Sarah Connors commented
    09 Dec 18:14

    donors are starting to complain about this change of receiving 2 pages. One person pointed out it gets cluttery with extra paperwork for tax time. Second page may also get misplaced. It also doesn't look very good, professionally.

  • Deepa Ramesh commented
    03 Dec 20:19

    The recent changes make it difficult to set up receipt template and we definitely need the ability to create as many PDF templates as different letters need to be set up.

  • Kesha Davis commented
    10 Nov 21:48

    We need the ability to create additional PDF receipt templates. Not all of the payments that are processed online are "gifts" - we need to be able to reference "payments" for some transactions instead.

  • James Parsons commented
    07 Nov 15:21

    Some recent changes were made to the receipt template, and now it prints onto two pages; we need the ability to change things so we can fit it onto one page without sacrificing our (already short) personal message to the donor.

  • Chris Vaz commented
    25 Sep 20:53

    A few things could be edited to make the final product look better - location of the logo, organization's address, donor's name, message from organization, substitute fund codes for more digestible names, etc.

  • Teddi Taylor commented
    20 Aug 17:41

    This is needed if we are going to be able to move receipting to web view. We need to add fields for Gift in Kind receipts to be compliant with CRA regulations. I want to be able to add different receipt files for different needs, not just one English receipt. Most of our donors are elderly and don't prefer or don't provide us with an email address.

  • Erin Genovese commented
    08 Aug 14:52

    I am glad this issue has been surfaced. Without the ability to create a new PDF receipt template (I can only find instructions for editing a PDF receipt template, and the Chat Support confirmed), we lack the ability to prepare and send hard copy receipts to donors without email addresses in our system. ------- I also want to support the comments related to the PDFs generated for email receipts. It's bizarre that they don't match what the donor receives. Hope there is a fix for that in the works as well.

  • Christina Vernon commented
    30 Jul 21:18

    Yes, we need to be able to edit and customize PDF receipts for our organization.

  • Karen Johnson commented
    27 Jun 18:59

    This would be very helpful. We can't use this function because a copy of the email receipt we currently send is attached to the backup paperwork. The audit copy created in NXT is not a true representation of what was sent.

  • Jackie Fox commented
    28 Feb 18:33

    This would be very very very helpful!!!

  • Debbie Roche commented
    November 20, 2023 17:27

    100% agree on this! Would be incredibly helpful!!

  • Mathew Howarth commented
    October 17, 2023 11:36

    Please

  • Tanya commented
    May 04, 2023 18:45

    Unfortunately, we can't use the e-receipting portion of RENXT without being able to edit the PDF. Please make it editable like the email version!

  • Deanna Rusek commented
    March 13, 2023 15:48

    Please allow this be editable just as the email version is. Not all donors give their email. The pdf can be printed and save us the merge into WORD step and increase our efficiency.

  • Liz Kelleher commented
    August 26, 2022 02:32

    With the new Mastercard requirements, the PDF receipt is unusable. Please add the ability to customize the PDF template ASAP!

  • Melissa Stewart commented
    July 14, 2022 19:46

    Would be nice to have the ability to add our logo and a return portion for donors who still give via check.

  • Cassie Banagas commented
    May 13, 2022 21:19

    We cannot use the receipting function at all without the capability to edit.

  • Rowena Ramos commented
    May 13, 2022 21:19

    a must

  • Angela Tuttle commented
    May 03, 2022 14:46

    YES!!!! The generic version does not have the wording that is needed for some of the receipts and we can no longer make changes or copy the letter to paste elsewhere . There are some receipts I am having to do by hand because the donor does not have an email address or they need special wording. Would also be nice if we can select the addressee/salutation when receipting like we are able to choose the letter when sending by email - or again I am going to have to create by hand. We are also no longer able to edit the giving statements. I had to make tons of edits to those this past January before sending them out. Some gifts we did not want included like $0 gifts. We have been keeping gifts in the system of $0 so that we can see when we have had to make certain adjustments - and the only want to adjust is to zero out the gift. We also did not want commitments included in the giving statements. My apologies I have gotten off topic - we need to have the ability to make edits to the letters or make edits before the letter is ran.

  • Allison Dickerson commented
    January 31, 2022 18:54

    I'm not sure why this doesn't already exist. What's the point of having templates if they aren't usable in creating a PDF? Also, unable to see / confirm that the template used for a gift receipt was sent correctly. There's no documentation or notes showing up in email history of constituents record. Supposed to go on blind faith?

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