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Configure receipt templates

This guide shows you how to customize the email receipts that MapleGather sends to members after a payment, refund, event registration, or donation.

Who can do this: Admins with the receipt_templates:write permission.

Before you start

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  • Receipts fire automatically after any successful payment. You don’t need to configure templates to start receiving receipts — the defaults work out of the box.
  • There are four template slots: a global default and per-type overrides for payment receipts, refund receipts, donation receipts, and event receipts. The per-type template takes priority.

Steps

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  1. In the admin sidebar, select Billing & payments, then select Receipt templates.
  2. Select the tab for the template type you want to configure: Payment receipt, Refund receipt, Donation receipt, or Event receipt.
  3. Edit the Email subject field. You can include merge tags here (for example, {Member.firstName}).
  4. Edit the template body. Use the available merge tags to personalize the receipt content. Common merge tags include:
    • {Member.firstName} — the member’s first name
    • {Payment.amount} — the payment amount
    • {Organization.name} — your org’s name
  5. If you use a merge tag that isn’t recognized, a warning will appear listing the available tags. Correct or remove the unrecognized tag before saving.
  6. To preview how the receipt will look to a member, select Preview as member.
  7. Select Save to save the template.

Verify

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You’ll know it worked when the template saves without errors. The new template applies to all receipts of that type going forward. Use Preview as member to verify the content before your next payment is processed.

If something goes wrong

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  • “Unrecognized merge tag” — a merge tag in the template doesn’t match the available library. The warning lists what’s available. Check for typos and correct or remove the unrecognized tag.
  • If you switch tabs without saving — a confirmation dialog asks if you want to discard unsaved changes. Select Discard to leave, or Stay to go back and save.
  • “You don’t have permission” — the template form is read-only. Contact your org’s primary admin to request the receipt_templates:write permission.
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