Creating a New Thank You Letter Template
The Receipting Module generates a 2 page PDF with the thank you letter in the first page and the tax receipt/acknowledgement receipt in the second page. TCF receipt # starts with F; TCI starts with I, Acknowledgement Receipt starts with A. Acknowledgment Receipt # doesn’t show on the PDF.
To view a list of receipts, click here https://tidescanada.my.salesforce.com/a3R/o
To view a receipt PDF, you can global search the receipt # or go to the Receipt Installments of a Payment Record and click the receipt number.
Once you’re in the Receipt Record, click the PDF link and view the file.
Receipt Settings
- Go to Receipt Settings
- Click Receipt Template Content
- Click Clone of an existing template based on whether it’s an Acknowledgment Receipt or Tax Receipt template and if it’s belong to TCF or TCI. Acknowledgement Receipt templates have the template name ends with “Ack”. Write down the name of the original template you’re copying from.
- Name the template with underscores, mark it Active, and click “Save Receipt Template Content
- To change the thank you letter message, click Accompanying Letter section. Always click Save Receipt Template Content to save any changes.
- If you need to create a new signature, you will go to Static Resources in Setup. https://tidescanada.my.salesforce.com/setup/forcecomHomepage.apexp?setupid=ForceCom&retURL=%2Fapex%2Fkell6_core__Receipt_Settings%3Fsfdc.tabName%3D01r61000000Wb8V
- Click New
- Choose the image you have in your computer and upload here. Save
- Go back to Receipting Settings, click Receipt Template Content and click view of the template you were creating
- Select the signature you created
Visualforce Pages
- Go to Visualforce Settings
- Click Setup and search Visualforce Pages. The Visualforce Page controls the spacing, font and position of the template.
- Look for the template you had originally coped from. It’s started with either TCF or TCI.
- Click Clone. This will take a minute to load. Save the page using the same name you created earlier in the Receipt Settings.
- Save. Select the entire coding and copy and paste if necessary.
Receipt Template Settings
This is where you assign priority on when the system uses which template.
The template with the narrowest criteria is set at the highest priority. Acknowledgement receipt template is set higher than tax receipt. Scroll through the templates and you will notice a pattern. The criteria mainly look for values in the Payment Record under the Tax Receipt section.
And the fund record
- In Receipt Template Settings, scroll down to the bottom of the page and click Add New Assignment
- Fund code-cannot allow more than one set of fund alphabetical fund codes, like we can’t use D & F fund at the same time. We can set it to one specific fund like D205.
- Receipt Number-choose either TCF or TCI to use its respective receipt number sequence
- Primary Fund TC Org – make sure it’s either TCF or TCI of the fund
- Receipt Number – choose acknowledgement Only
- Acknowledgment Only – choose true
- Move up the priority to the desired position after another closely related template based on the fund code. It will take three seconds to load and move up.
- Always scroll to the top of the page to click Save Settings
- Now you have finished setting up a template. Go back to Receipt Settings to make sure there is no error message. If there is an error about your newly created template is not found, it’s probably because the Visualforce page you created earlier was named incorrectly.