Payments2Us ManualsPayments2Us User Manual Receipts, Statements and TemplatesHow to adjust the payment information in the Receipt Template

How to adjust the payment information in the Receipt Template

The fields showing the payment information can be adjusted to suit your organisation

1. Adjust totals section fields

Adjust totals section fields

This procedure describes how to amend / order the fields shown in the totals/bottom section of the receipt.

If you are adding a new field, make sure the security settings for this field are set to make them publicly accessible as per procedure: How to make a custom field visible on public web forms.

If you don't see your changes applied after editing your receipt, refresh the Letter object(s) your receipts use.  You can do this from the Letter page, using the Refresh button in the top right of the screen.  You may need to do this for each receipt letter, if you have more than one.

Classic -  Setup > App Setup > Create > Objects

Lightning -  Setup > Object Manager

1.2. Select 'Payment Txn'

1.3. Scroll down to 'Field Sets' heading

1.4. Select and Edit 'receiptPaymentInfo'

1.5. Drag & drop fields into position

If you added a new field, make sure the security settings for this field are set to make them publicly accessible as per procedure: How to make a custom field visible on public web forms.

If you don't see your changes applied after editing your receipt, refresh the Letter object(s) your receipts use.  You can do this from the Letter page, using the Refresh button in the top right of the screen.  You may need to do this for each receipt letter, if you have more than one.

2. Adjust address section fields

Adjust address section fields

This procedure describes how to amend / order fields shown in the header section of the receipt.

  1. Receipt Date
  2. Mailing Address
  3. Other Address - Shown as an alternative to Mailing Address if the Receipt Component has the AddressType set to 'Other'

If you are adding a new field, make sure the security settings for this field are set to make them publicly accessible as per procedure: How to make a custom field visible on public web forms.

If you don't see your changes applied after editing your receipt, refresh the Letter object(s) your receipts use.  You can do this from the Letter page, using the Refresh button in the top right of the screen.  You may need to do this for each receipt letter, if you have more than one.

Classic -  Setup > App Setup > Create > Objects

Lightning -  Setup > Object Manager

2.2. Select 'Payment Txn'

2.3. Scroll down to 'Field Sets' heading

2.4. Select and the FieldSet to Edit

2.5. Drag & drop fields into position

After making the appropriate changes, press SAVE

If you added a new field, make sure the security settings for this field are set to make them publicly accessible as per procedure: How to make a custom field visible on public web forms.

If you don't see your changes applied after editing your receipt, refresh the Letter object(s) your receipts use.  You can do this from the Letter page, using the Refresh button in the top right of the screen.  You may need to do this for each receipt letter, if you have more than one.

3. Find 'Payment for' information

Find 'Payment for' information

'Payment For' is the text shown on the receipt total - 'Item' section.

The 'Payment For' information can be obtained from various fields.  The order of assignment priority is based on:

  1. Passed in as part of URL parameter or URL Token
  2. Payment Form - Receipt Item
  3. Subscription - Payment Option Name
  4. Campaign - Campaign Name
  5. Payment Form - Payment Type Field

3.1. Use default on the Payment Form

Uses the value of the "Payment Type"

3.2. Use Payment Form - Receipt Item

3.3. Use URL Token tab - Payment For

3.4. URL Parameter

If the URL for the checkout form includes the parameter paymentFor then that will be used.  For example: https://{yoursiteurl}.secure.force.com/AAkPay__checkout?paymentFor=My custom payment for

3.5. Use Payment Options

3.6. Use Campaign tab

Uses the Campaign Name if a campaign is linked to the Payment

4. Check receipt

4.2. Select a payment and select the 'Receipt' button

4.3. View receipt with your payment data

View receipt with your payment data

Navigate to Setup > App Setup > Create > Objects

If you don't see your changes applied after editing your receipt, refresh the Letter object(s) your receipts use.  You can do this from the Letter page, using the Refresh button in the top right of the screen.  You may need to do this for each receipt letter, if you have more than one.