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Customisable Receipt Text
You can now customise the text that appears on your emailed receipts, both for membership renewals and for event payments.
For Events, the Event View has a field called "Receipt Text". For the Renewal text, you'll find a similarly named field on your "Categories" page.
Both fields allow a limited amount of customisation - you can include tokens in your text that will be interpolated when the receipt is generated, based on fields in a Member record (only). These include: %memberno%, %fname%, %hm_suburb%, %hm_email% and so on. Hover over any field when viewing a Member to see what its field-name is, and use it surrounded by percentage symbols in your Receipt Text.
Tip: you can use the "Print Receipt" function available from a View Subscription page to test that all tokens are interpolating correctly. Any malformed or wrong token will be made blank.
For Events, the Event View has a field called "Receipt Text". For the Renewal text, you'll find a similarly named field on your "Categories" page.
Both fields allow a limited amount of customisation - you can include tokens in your text that will be interpolated when the receipt is generated, based on fields in a Member record (only). These include: %memberno%, %fname%, %hm_suburb%, %hm_email% and so on. Hover over any field when viewing a Member to see what its field-name is, and use it surrounded by percentage symbols in your Receipt Text.
Tip: you can use the "Print Receipt" function available from a View Subscription page to test that all tokens are interpolating correctly. Any malformed or wrong token will be made blank.
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Comments
renewals will also be enhanced with policy changes etc
Also, you can now re-send receipts by email. When viewing a subscription, you can email a copy of the receipt to yourself, the member in question, or to the official club account.
Yes, the sky is the limit. You could adjust your receipt text each month to include messages such as "Our next event is such and such on dd mmm, please contact Bob on 041xxxxxxx for more information", or just include reminders about your contact numbers, website address and so on. You have a certain amount of formatting control - you can bold/italic text, add bullet points and so on.
NB: There's no history of receipt text kept, so if you reprint a receipt from last year, it won't show the contemporaneous receipt text, just the current receipt text.