How to Make a PDF Receipt Template for Sumac
This article describes how to make a PDF tax receipt template using Open Office (Libre Office).
Silent Partner Software offers a receipt template service - let us set up your receipts for you! For more information, book an appointment with your account manager here.
For best results, we recommend using Libre Office Writer as the word processor for building your PDF receipt templates.
1. Download LibreOffice HERE.
2. Download the pre-made receipt template attached to this article.
3. Open the ODT template in LibreOffice.
4. In the View menu (top left), highlight Toolbars, and select Form Controls from the resulting menu. This opens the Form Controls panel (see below), which allows you do things with your form, like add new fields, edit fields, etc.
The Form Controls panel contains a number of icons. Most of the other icons are for creating new fields in the form, but there are only a few icons you need to be familiar with:
5. Edit your receipt document as required. Make sure to include your logo, address, etc.
In the original ODT template attached to this article, there are several areas highlighted in Blue. These areas should all be customized to suit your organizations needs.
The original ODT template made by Sumac includes all the necessary information that is required for a thank you letter and receipt (e.g. donor’s name, address, donation amount, receipt number, date received, date issued, etc.). However, if you need to add a new embedded fields – for example, to add a field for an in-honour contact’s name, follow these instructions:
a) In the Form Controls panel, select the Text Box icon.
b) Draw a text box to hold the field you want to merge into this document (in this case, the In-Honour contact’s name).
c) Double-click the new Text Box, and the Properties window appears for that new Text Box:
d) In the Name field, insert the formula for the Sumac field you want to merge in this Text Box, for example <<c_Name>>.
e) The default font will likely be set to Arial, 12 point font, but you can use the Font field to change this if necessary.
f) In the Border field, remove “3D look” and change it to “Without Frame.”
g) Make any further changes you’d like to this Text Box.
h) Once you’re done editing this Text Box, close the Properties window.
6. When you are done editing, save the document in ODT format in an appropriate place (e.g. on your server in a folder called “Sumac Templates”).
7. Export the template as a PDF. In the File menu (top left), click “Export as PDF.” This window will appear:
All the default settings in that window should be correct. Click Export and save the PDF template in the same folder where you saved the ODT version of the template.
8. Test your template. In Sumac, expand Fundraising, then select Donations. If you have a donation record you want to use as an example, search in the Donations list to find that record. If not, create a new donation record for testing purposes.
Test templates with a mail merge to make sure that everything works properly before using.
9. Once you’ve tested your template and everything is working well, you can move on to creating your receipts and emailing them to your donors. Watch these training videos to learn how to go through this process:
More Helpful Links and Resources
Canada Revenue Agency’s guidelines for sending and storing electronic tax receipts
Please note that the above link is for the Canada Revenue Agency website, and the advice contained on this page is from the CRA, not Sumac.
Please note that the above link is for the Canada Revenue Agency website, and the advice contained on this page is from the CRA, not Sumac.
Related Articles
Receipt template service - let us set up your receipts!
Setting up your receipt templates is the key to making sure your organization is ready to handle the donation fulfillment process for your donors, but it can be tricky and time-consuming, especially if you are new to using Sumac Donations, or haven’t ...Societ Academy - Sumac Donation Receipt Templates
Learn how to set up receipt templates in Sumac for Donations. Receipting in Sumac Donations: Templates Hosted by Meaghan Watson, Penny Rolinski About this webinar Welcome to our Sumac Donations Receipting Templates webinar! Whether you are making ...How to make a template
In order to create personalized letters in Sumac, you need to create a template. The first step is to draft the text. It is just a text file so there is no need for special formatting. Select the whole document and copy it to the clipboard. Next, ...How to Make Donation Receipts
Make Receipts works like a mail merge, using a template that generates tax receipts. Before making receipts ensure that you have a tax receipt and thank you email template ready to use. If you do not have a tax receipt template, there are standard ...How to Email Donation Receipts
Sumac can generate encrypted, government compliant electronic tax receipts that can be sent to donors. This can help reduce your organizational costs as you do not need to print and mail as many tax receipts. To email donation receipts your ...
Societ Academy
Learn what you need to know, any time. Free!
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.