Modifying the Default Tax Receipt Thank You Note

Your DMS-issued tax receipts come pre-set with a default tax receipt Thank-You note located at the top of all tax receipts (regardless of type). This article will cover how to modify the Thank You Note at the top of the Tax Receipt itself.

Considerations

• Be sure to update both the French and English Thank You Notes so your messaging is consistent for all your donors.
• You will still have to Thank your Donor in order to flag a Contribution as “Thanked”.
• The same Tax Receipt Thank You Note will be used for issuing, re-issuing and cancelling Tax Receipts. You can’t use different Thank You Notes for each different action at this moment.
• To update your phone and email, you will need to modify your Organization Information.
• The HMTL Editor for the default Thank You Note only supports Source Code editing at this moment and not rich-text editing as seen on Email Templates.

Default Thank-You Note

The default Thank You Note sent through the DMS looks something like this. You can choose to use the default message or modify it:

Default Receipt Thank You

Modifying the Default Thank You Note

1. Visit your administrative Settings.

2. Under Communications, select Message Templates

Settings > Message Templates

3. On the next page, select System Workflow Messages

System Workflow Messages

4. Then, you will see a list of all Default Messages in the DMS

5. Select Edit for CDN Tax Receipts – Thank you Note (for English) / (French) CDN Tax Receipts - Thank you Note 

6. You will then be able to edit the default Tax Receipt Thank You Note:

 Update the default Tax Receipt Thank You Note

• Message Subject: please leave this field as is and don’t change its content.
• HTML Format: edit the content on this field with your desired message. The format is restricted to a 360-character limit and 4 paragraphs maximum.
• Plain-Text Format: please leave this field as is and don’t change its content.
• Merge Fields: cycle through a list of merge fields to help you when sending emails / merging letters (e.g. “Hi contact.first.name“) on HMTL Format
• PDF Page Format: leave default selected for better PDF merge.

7. Update your Thank You Note under the HTML Format box and leave the Plain-Text Format box blank.

8. When ready, select Save to finish or Save and Done to finish and go back to the Message Templates page.

What's Next?

Now that you've configured your tax receipts' Thank-you Note, the final step is to modify the Default Tax Receipt Emails.