How to Set-up or Edit Receipt Forms in Silent Partner Cloud

How to Set-up or Edit Receipt Forms in Silent Partner Cloud

Setting up and editing receipt forms can only be performed by users with Administrative access.

It is highly recommended to take advantage of Silent Partner Software's free receipt form and batch set-up service. E-receipt support is not available through the regular support channels and it is easy to make mistakes setting up your receipt forms.
Contact your Account Manager for more information, or contact us at

Set up your E-receipt settings

Before beginning to use e-receipts in Silent Partner Cloud, the first step is to set your e-receipt settings.  Go to Communications > Receipting > E-Receipt Settings.

Replace the placeholder information with a sender email address, sender name, and your Charity's name, address and contact information.

To Create a New Receipt Form

Login to Silent Partner Cloud and navigate to Communications > Receipting > Receipt Forms List. To add a new Receipt Form, click the plus icon near the top left of the list of Receipt Forms.

To Add a Logo to Your Receipts

1)  Go to Communications > Receipting > Receipt forms list. Click the edit icon for the receipt you need to update.

2) Under "Customize Your Receipt," select "Company Logo" if it is not already selected for you.

3) Click the Insert Image button, then select the logo you wish to use. (You should also delete the placeholder text "PROVIDE CONTENT FOR THE Company Logo")

4) If the logo isn't available, click the "Upload" button, find the logo you want to use, and select it. Then repeat step 3.

To Add a Signature to Your Receipts

Select "Signature" under "Customize your Receipt and follow the steps 1-4 above, but select the signature file you wish to use. (Again, you should also delete the placeholder text "PROVIDE CONTENT FOR THE Company Logo")

When adding your logo or signature images to your Receipt Forms, use the "Refresh Preview" and "Print Preview" buttons to double check the images look correct.

If you can't get the logo or signature to fit in the available space, please contact support at

To Edit the Letter Contents

Under "Customize Your Receipt," click "Receipt Letter" and enter the text of your letter in the space provided.  Don't copy and paste text from Word; it copies hidden characters that can cause problems with your template.

When you complete each change, be sure to click "Save and Continue" at the bottom of the page. When you are finished all edits to the contents of your receipt letter, click "Save and Exit."

    • Related Articles

    • Receipt template service for Partner DMS Cloud

      In order to process receipts in Partner DMS Cloud, you need to set up 6 receipt forms: Official Print Unofficial Print Gift in Kind Print Official Email Unofficial Email Gift in Kind Email. Setting up templates is finicky and can require HTML ...
    • The "Never Send Receipt" Function in Silent Partner

      The "Never Send Receipt" option in Silent Partner allows you to receipt donations without creating an actual receipt document, for donors you mark as "never send receipt". This function would be useful if you have donors who requested not to be sent ...
    • FireFox and Receipt History in Silent Partner Cloud

      If you view a receipt PDF from within the Receipt History page of Silent Partner Cloud while using FireFox as your web browser, FireFox gives you the option to open the PDF in FireFox.  This appears to result in a blank page. There are two options to ...
    • Using PayPal with Silent Partner - Downloading Transactions

      Downloading PayPal Donations and Transferring Funds See Previous Topic:  Using PayPal with Silent Partner - Setup With this module you are able to easily download your PayPal donation records into Silent Partner in a few short steps. Open up the ...
    • How to Process Receipts in Silent Partner Cloud

      Before processing receipts in Silent Partner Cloud, you would need to receipt donations in Silent Partner Desktop and run a Cloud sync. In Silent Partner Cloud, along the left side panel, hover over Communications, then click Receipting. This opens ...

    Partner Academy

    Learn what you need to know, any time. Free!

    • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
    • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
    • A certificate of completion - you can request a certificate of completion for every session you attend.

      Contact Us