Receipts are your customer's proof of what they bought and how much they paid. The learning environment can automatically issue sales receipts whenever a course is purchased online. By default, it will also send email a copy of this receipt to the person who made the purchase. If that user does not receive the receipt (e.g. it may end ended up in their spam folder), they can also retrieve a copy via the Purchase History page.
That being said, you may want to You can customize the template for your sales receipt with your logo, address, and other information such as your cancellation policy.
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To customize your sales receipts:
Go to Site Administration > Payment solutions > Custom Forms > Sales Receipts
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Upload your logo to the “Organization logo” text area. We recommend a logo approximately 150px in height and 150px to 250px in width.
Specify your organization’s name and address
Enter any additional information, such as contact information or tax number, you want to display on the receipt
In the “Cancellation policy” text area, enter your cancellation and refund policy. This will be included on the 2nd page of the receipt. If you want your receipt to be available in French and English, use mlang tags as explained in the Translating Web Pages article.
Click on “Save and preview” to save your changes and preview what your receipt looks like
Make further modifications to get the look and feel that you like
Click on the "Save changes" to permanently save your template
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Important Notes
- This feature was first introduced in HCE 3.9.14.2. It may be compatible with transactions that took place before your upgrade to 3.9.14.2 if and only if you were already issuing receipts from the learning environment.
- If receipts were issued prior to HCE 3.9.14.2, whenever a client goes to download their receipt from the Purchase History page, they will see the new template.
- Otherwise, once a receipt
Once a receipt is issued, it does not change
. When, even if you modify
the receipt template, receipts that were already issued using this template are not modifiedyour template. For example, if you change your cancellation policy, any receipt that were issued prior to your changes will still display the original cancellation policy.
The generation and emailing of receipts can be disabled by Dual Code upon request. They should only be disabled if you have an alternative way of sending receipts. Note that if they are disabled in the learning environment, there is no way for a user to then view their receipts via their Purchase History report.