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Preparing a PDF File to Upload as a Receipt Template
Although you can use any appropriate software to create the content (text blocks, fields, and so on) for the receipt, you must enter the label for each field, insert the appropriate form input, and then enter the name of the form input. For example, to render the Transaction Amount in the receipt template, create a label called Transaction Amount, insert a form input following the label, and name it value_transacted.
You can embed the following form input fields in a PDF receipt template:
| PDF Form Field | Description |
| receipt_number | Unique number sequential to the last transaction of like kind (CCS) |
| tender_instance | How the payment was made for the transaction (ACH, Amazon, American Express, Google, Diners Club, Discover, Google, MasterCard, PayPal, Unknown, Visa) |
| reference_number | Reference number of the transaction |
| value_transacted | Monetary amount of the transaction |
| value_of_goods_received | Monetary amount representing the value of goods received (the fair market value) |
| deductible_amount | Monetary amount representing the tax deductible portion |
| transaction_date | Timestamp that identifies the day, month, year, and time when the transaction occurred |
| transaction_date_FR_CA | French Canadian locale conversion of the timestamp that identifies the day, month, year, and time when the transaction occurred |
| transaction_date_only | Timestamp that identifies the day, month, and year when the transaction occurred |
| transaction_date_only_FR_CA | French Canadian locale conversion of the timestamp that identifies the day, month, and year when the transaction occurred |
| transaction_id | ID assigned to the transaction |
| site_tax_id | Tax ID number of the organization |
| cons_id | Constituent ID of the donor |
| receipt_id | ID assigned to the receipt (not the CCS receipt number) |
| replacement_receipt | If original receipt was replaced with a new one, the ID that identifies the new receipt |
| issue_date | Timestamp that identifies the day, month, and year when the receipt was generated for the donor |
| cancel_date | If a receipt was cancelled, the timestamp that identifies the day, month, and year when the cancel request was processed |
| cancel_reason | Phrase that identifies why a receipt was cancelled |
| rcpt_status | Status of the receipt |
| participant_id | ID that identifies the participant in a TeamRaiser event |
| participant_name | One of TeamRaiser Participant name, Event Name or Team Name |
| don_form | Name of the donation form on which the donation was entered |
| campaign_name | Name of the donation campaign associated with the donation form |
| card_number_last_4 | Last 4 digits of the credit card used for the transaction payment |
| routing_number | For an ACH (electronic bank account withdrawal) payment, the string of numbers and letters that identify the name of the bank |
| bank_account_number_last_4 | For an ACH (electronic bank account withdrawal) payment, the last four digits of the bank account of the donor |
| dear_first_name | Salutation to use with the first name of the donor as recorded in their constituent record |
| first_name | First name to use for the donor as recorded in their constituent record |
| last_name | Last name to use for the donor as recorded in their constituent record |
| full_name | First and Last name combination to use for the donor as recorded in their constituent record |
| email_address | Email address to use for the donor as recorded in their constituent record |
| dear_billing_first_name | Salutation to use with the first name from the Billing information of the donor as recorded in their constituent record |
| billing_first_name | First name from the Billing information of the donor as recorded in their constituent record |
| billing_last_name | Last name from the Billing information of the donor as recorded in their constituent record |
| billing_full_name | First and Last name combination from the Billing information of the donor as recorded in their constituent record |
| billing_email_address | Email address from the Billing information of the donor as recorded in their constituent record |
| billing_street1 | Number and name of the street provided in the address fields of the donor in the Billing section of their constituent record |
| billing_street2 | Additional address information provided in the address fields of the donor in the Billing section of their constituent record |
| billing_city | Name of the city provided in the address fields of the donor in the Billing section of their constituent record |
| billing_state | Two-letter abbreviation that identifies the State provided in the address fields of the donor in the Billing section of their constituent record |
| billing_zip | Five-digit ZIP Code provided in the address fields of the donor in the Billing section of their constituent record |
| billing_city_state_zip | Combined sequence that identifies the name of the city, two-letter abbreviation code for the name of the state, and five-digit ZIP Code provided in the address fields of the donor in the Billing section of their constituent record |
| billing_country | Name of the country provided in the address fields of the donor in the Billing section of their constituent record |
| billing_city_state | Combined sequence that identifies the name of the city and two-letter abbreviation code for the name of the state provided in the address fields of the donor in the Billing section of their constituent record |
| billing_country_zip | Combined sequence that identifies the name of the country and five-digit ZIP Code provided in the address fields of the donor in the Billing section of their constituent record |
| billing_address_US | Combined sequence that identifies the numbers and name of the street, additional address information, name of the city, two-letter abbreviation code for the name of the state, and five-digit ZIP Code provided in the address fields of the donor in the Billing section of their constituent record |
| billing_address_CA | French Canadian locale conversion of the combined sequence that identifies the numbers and name of the street, additional address information, name of the city, and province provided in the address fields of the donor in the Billing section of their constituent record |
| member_id | Member ID for the donor |
| home_street1 | Number and name of the street provided in the address fields of the donor in the Contact Information section of their constituent record |
| home_street2 | Additional address information provided in the address fields of the donor in the Contact Information section of their constituent record |
| home_city | Name of the city provided in the address fields of the donor in the Contact Information section of their constituent record |
| home_state | Two-letter abbreviation identifying the state provided in the address fields of the donor in the Contact Information section of their constituent record |
| home_zip | Five-digit ZIP Code provided in the address fields of the donor in the Contact Information section of their constituent record |
| home_city_state_zip | Combined sequence that identifies the name of the city, two-letter abbreviation code for the name of the state, and five-digit ZIP Code provided in the address fields of the donor in the Contact Information section of their constituent record |
| home_country | Name of the country provided in the address fields of the donor in the Contact Information section of their constituent record |
| home_city_state | Combined sequence that identifies the name of the city and two-letter abbreviation code for the name of the state provided in the address fields of the donor in the Contact Information section of their constituent record |
| home_country_zip | Combined sequence that identifies the name of the country and five-digit ZIP Code provided in the address fields of the donor in the Contact Information section of their constituent record |
| home_address_US | Combined sequence that identifies the numbers and name of the street, additional address information, name of the city, two-letter abbreviation code for the name of the state, and five-digit ZIP Code provided in the address fields of the donor in the Contact Information section of their constituent record |
| home_address_CA | French Canadian locale conversion of the combined sequence that identifies the numbers and name of the street, additional address information, name of the city, and province provided in the address fields of the donor in the Contact Information section of their constituent record |
You can also embed session tags (or S-Tags) into certain fields. For example, after inserting a form input, add the prefix tpt_ to its name, and enter the S-Tag. You can use the following S120 tags:
- S120:dc:city
- S120:dc:country
- S120:dc:donorAddress
- S120:dc:donorCity
- S120:dc:donorCountry
- S120:dc:donorFirstName
- S120:dc:donorLastName
- S120:dc:donorName
- S120:dc:donorState
- S120:dc:donorStreet1
- S120:dc:donorStreet2
- S120:dc:donorStreet3
- S120:dc:donorSuffix
- S120:dc:donorTitle
- S120:dc:donorZip
- S120:dc:email
- S120:dc:firstName
- S120:dc:lastName
- S120:dc:middleName
- S120:dc:name
- S120:dc:phone
- S120:dc:postalCode
- S120:dc:shippingCity
- S120:dc:shippingCountry
- S120:dc:shippingFirstName
- S120:dc:shippingFullName
- S120:dc:shippingLastName
- S120:dc:shippingPostalCode
- S120:dc:shippingStateProvince
- S120:dc:shippingStreet1
- S120:dc:shippingStreet2
- S120:dc:shippingTitle
- S120:dc:stateProvince
- S120:dc:street1
- S120:dc:street2
- S120:dc:suffix
- S120:dc:title
Note: If you use Adobe Acrobat for creating or modifying your PDF form template, follow their suggested best practices for compressing and optimizing the document using their PDF Optimizer feature to guide you through the necessary steps. To use bar codes on your receipt, refer to the solutions for inserting barcodes on paper forms from Adobe.
An important point to keep in mind when designing and preparing the template is that you cannot edit the template layout, stationery, static text, or images from the Receipt Manager. You must make all edits and additions in the original source file and upload the modified file.