Invoice and Receipt Appearance

What an invoice or a receipt looks like when it comes out of CMS is set in two places: the PDF template controls the page it is printed on, and Receipts & invoices controls the numbering and what the invoice includes.

The Page It Prints On

Settings → Communications → PDF templates. The list shows each template with its page size and font; the type picker at the top switches between thank-you letters, invoices, year-end letters and the rest.

The preview on the right is the real PDF, and it redraws as you change the settings.

General

Setting	What it changes
Page size	Letter, A4 and the rest.
Margins	Top, bottom, left and right, in inches. Left and right matter most when you are mailing in window envelopes.
Letterhead	Upload a PDF of your stationery and CMS prints the letter on top of it. It must be a PDF, not an image.
Has receipt stub	Adds the tear-off stub at the bottom of the page.

The other tabs

Text — Font, Size and Align for the body, plus First line indent, Line spacing and Block spacing. Loosening the line spacing is the easiest way to stop a short letter looking lost on the page.
Address & Date — whether the address block prints at all (Show address), whether the date prints, whether the Hebrew date is included, and whether the date is written out in long form. Align and Indent move the block across the page — that is what you adjust to line the address up with a window envelope.
Signature — the signature image and where it goes.

Use Sample letter above the preview to see the template with a real letter's wording in it, and Refresh if the preview falls behind. Nothing is saved until you click Save.

Numbering and Invoice Options

Settings → Financials → Receipts & invoices.

The Receipts and invoices settings page: receipt number prefix and next receipt number with a line showing the next receipt will be Receipt2612, invoice number prefix and next invoice number, and an invoice note and options section with a default printed note and an option to exclude items dated in the future.

The line under each pair spells out exactly what the next number will be.

Numbering

A prefix and a next number for receipts, and the same pair for invoices. CMS shows you the result as you type — "The next receipt will be Receipt2612" — so there is no guessing.

The next number is exactly that: the number the next receipt or invoice will take. Setting it backwards onto numbers you have already issued will produce duplicates.

Invoice note and options

Default note printed on invoices — a standing line on every invoice: payment terms, who to make checks out to.
Exclude items dated in the future, with a number of days — keeps charges that haven't come due yet off the invoice. Set to 30 days, a monthly tuition bill shows this month's charge rather than the whole year's.
Show a due date on invoices.

Which Template Gets Used

A department can have its own receipt template, set under Settings → Financials → Departments under More info. That is how a shul and its school send receipts on their own stationery from the same CMS.

Article ID: 4858, Created: Today at 7:40 PM, Modified: Today at 9:17 PM