The learning environment can issue sales receipts whenever a course is purchased online. By default, it will also send 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 up in their spam folder), they can also retrieve a copy via the Purchase History page.
That being said, you may want to customize the sales receipt with your logo, address, and other information such as your cancellation policy.
Step-by-step Guide
To customize your sales receipts:
- Go to Site Administration > Payment solutions > Custom Forms > Sales Receipts
- Make your modifications
- Click on the "Save changes" to permanently save your template
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 is issued, it does not change. When you modify the receipt template, receipts that were already issued using this template are not modified. 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.