Receipting Automatic and Schedule Receipting -ProntoPlus
- Jhetah Mae Leornas
- Eva Mae Seno
Receipt Settings
A. Setup Receipt Naming
Navigate to ProntoPlus Settings | Receipting | Receipt Naming
Click the New button to create new variable.
Receipt Naming Info
o Object - the field on the object from which the dynamic content will be pulled.
o Variable Name - name of the variable and the tag word to be inserted into your email template.
o Object Field - field on the object from which the dynamic content will be pulled.
o Type
Global - pointing out the Opportunity fields.
Individual, Organisation, Household - refers to the donation type of the opportunity and pointing out the account and contact fields.
o Priority - topmost priority is 1.
ProntoPlus has default receipt naming variables.
B. Setup Receipt Table Definitions
Navigate to ProntoPlus Settings | Receipting | Receipt Table Definitions.
Click the Add Table Definition button to add table definition.
Table Definition Info
o No Allocation - toggle to enable the GAU in every opportunity.
o Inactive - toggle to enable/disable the table definition.
o Variable Name - name of the variable and the tag word to be inserted into your email template.
o Table Definition - set the table customisation that you want and insert the variables that you created in receipt naming and receipt variables.
ProntoPlus has default receipt table definition.
C. Setup Receipt Table Variables
Navigate to ProntoPlus Settings | Receipting | Receipt Table Variables
Click the New button to add variable.
Table Variable Info
o Variable Name - name of the variable and the tag word to be inserted into your email template.
o Object Fields - the field on the object from which the dynamic content will be pulled.
o Object - the object from which the dynamic content will be pulled.
o Priority - topmost priority is 1.
ProntoPlus has default receipt table variables.
D. Setup Settings
Navigate to ProntoPlus Settings | Receipting | Settings
Receipt Settings section
o Next Receipt Number - the value which will automatically be generated as your next receipt number.
o Receipting Method
Receipt per GAU - will send/generate an individual receipt for each GAU that is linked to the Opportunity.
Consolidated by Template - sends/generates two receipts, one for the Tax Deductible and one for the Non-Tax Deductible General Accounting Unit allocations of the opportunity.
Global - sends/generates only one receipt per opportunity.
o Download Receipting Options -
Single combined PDF - all the receipt file will be merged in one PDF file.
Individual PDFs (in Zip) - all the receipt pdf file will be merged in zip file.
Receipt per GAU/Consolidated by Template and Global section
o Receipt per GAU/Consolidated by Template
Default Non-Tax Receipt - the default receipt template for non-tax donation.
Default Tax Receipt - the default receipt template for tax donation.
Refund Template - the default receipt template for refunded donation.
Memorial Template - the template which will be used if the Honoree Name of the opportunity has a value.
Date Today - the receipt date format for today’s date.
Close Date - the receipt date format for close date.
Payment Date - the receipt date format for payment date.
Default Receipt Title - the receipt title that will be displayed on the receipt.
Default Receipt Content - the standard content or text that will appear on the receipt by default when the {content!} tag is used.
o Global
Default Receipt Template - the default template when generating and sending the receipt.
Refund Template - the default receipt template for refunded donation.
Memorial Template - the template which will be used if the Honoree Name of the opportunity has a value.
Date Today - the receipt date format for today’s date.
Close Date - the receipt date format for close date.
Payment Date - the receipt date format for payment date.
Default Receipt Title - the receipt title that will be displayed on the receipt.
Default Receipt Content - the standard content or text that will appear on the receipt by default when the {content!} tag is used.
Email Specification section
o Receipt Subject - the subject of the email.
o Receipt Email Content - the email content where the receipt is attached as PDF.
Additional Information section
o Receipt Header - the header text that will be displayed on the topmost part of the receipt. We will use these feature when we need further information. E.g (Organisation address)
o Receipt Footer - the footer text that will be displayed on bottom part of the receipt. We will use these feature when we need additional information such as mail address in case they have questions regarding their donations.
o Send Receipt Copy to User - you can search and set the user who will receive a copy of the receipt.
o Org-Wide Email Address - the field is used to specify the sender of the receipts sent. For example, by default, any emails sent from Salesforce are sent from 'no- reply@salesforce.com. You could change this to an email from within your organisation if you desired.
Automatic Receipting
When Closed Won Opportunity records are created or updated with Receipt Action = Email, Donation Type not empty and Primary Contact or Account is provided, receipts are emailed to donors automatically.
A. Trigger Handler
1. Navigate to Trigger Handler tab
a. Create trigger handler
Trigger Handler Name | PPL_Opportunity_TDTM |
Object | Opportunity |
Class | ProntoPlus.PPL_Opportunity_TDTM |
Action | BeforeInsert;BeforeUpdate;AfterInsert;AfterUpdate |
Load Order | 6 |
Active | Active |
Important Note: Order is after all ProntoGiving, ProntoPlus and ProntoPayments handler records for Opportunity.
B. Receipt Action (PPlus)
1. Receipt Action (PPlus) values should be Default, Email, Post and Do No Receipt
a. Navigate to Setup | Object Manager | Opportunity | Fields & Relationships |Receipt Action (PPlus)
b. If the value is Send Email change it to Email.
c. If the value is Generate Mail Receipt change it to Post.
Schedule Receipting
A. Schedule Process - this batch will send automatically all the receipts.
1. Navigate to ProntoPlus Settings | Schedule Process | Scheduler
a. Run Batch - clicking the run batch button will automatically call the trigger and process immediately the Receipting.
b. Schedule Batch - Clicking the schedule batch button will run the trigger based on the time setup e.g. (12 am).
Important Note: User can schedule sending of receipts every 10 minutes along with the update of
Receipt Action ‘Default’ to Contact/Account’s default.
2. To check the progress of your batch, you can go Setup | Environment | Jobs | Scheduled Jobs
F. Enable Features
1. Navigate to ProntoPlus Settings | General Settings | Enable Features.
a. If the Salesforce Files toggle is enabled, the receipts and consolidated statements are saved as Salesforce Files. If the Salesforce Files toggle is disabled, the receipts and consolidated statement are served ad Notes and Attachments.
Allow Activities
Receipt
Consolidated Statement
Post Configuration Guide
Hide these following buttons,
Custom Fields - Mark as “Deprecated”
o Opportunity (PPlus)
DEPRECATED-Receipt Email (PPlus)
DEPRECATED-Last Receipt Error (PPlus)
o Recurring Donations
DEPRECATED-Receipt Email (PPlus)
DEPRECATED-Receipt Number (PPlus)
o Contact
DEPRECATED-Receipt Recipient (PPlus)
DEPRECATED-Statement Method (PPlus)
o Account
DEPRECATED-Statement Method
DEPRECATED-Receipt Recipient Preferred Email
Custom Buttons - Mark as "Deprecated"
o Opportunity
DEPRECATED-Send Receipt (PPlus) - Page
DEPRECATED-Send Receipt (PPlus) - List View
DEPRECATED-Download Receipts (PPlus) - List View
o Contact
DEPRECATED-Generate All Consolidated Statements (PPlus) - List View
o Account
DEPRECATED-Generate All Consolidated Statements (PPlus) - List View
o Consolidated Statements (PPlus)
Download Consolidated Statements - List View
Email Consolidated Statements - List View
o Receipt (PPlus)
View Receipt Copy_DEPRECATED - Page
Hard-Coded Variables
These are the hard-coded variables that you can add to the Email Template. Please check the link.