Create a New Receipt Email Template
Chantelle Ng
9 steps
21 seconds
Cascadiareceipting
Permissions & Tips
User Permissions Needed - Cascadia Receipting User - Access Drag-and-Drop Content Builder
You will have to contact your System Admin if you want this Email Template to be assigned automatically to tax receipts that are generated moving forward.
Guide
1
In Email Templates > click "New Email Template"
2
**NPC**: Select "Receipt" for Related Entity Type **NPSP**: Select "Tax Receipt" for Related Entity Type
3
Click "Select Folder"
4
Click "Public Email Templates"
5
Click "Select Folder"
6
Input Email Template Name and Description
7
Add your "Subject" field.
8
Click "Save"
9
Go to [how to edit an email template](https://scribehow.com/shared/How_to_edit_email_templates_using_the_Email_Template_Builder_tool_on_Salesforce__BMk2yDcGSJiNuNsV9PjTkw) to set up your template
Create a New Receipt Email Template
Chantelle Ng
9 steps
21 seconds
Cascadiareceipting
Permissions & Tips
User Permissions Needed - Cascadia Receipting User - Access Drag-and-Drop Content Builder
You will have to contact your System Admin if you want this Email Template to be assigned automatically to tax receipts that are generated moving forward.
Guide
1
In Email Templates > click "New Email Template"
2
**NPC**: Select "Receipt" for Related Entity Type **NPSP**: Select "Tax Receipt" for Related Entity Type
3
Click "Select Folder"
4
Click "Public Email Templates"
5
Click "Select Folder"
6
Input Email Template Name and Description
7
Add your "Subject" field.
8
Click "Save"
9
Go to [how to edit an email template](https://scribehow.com/shared/How_to_edit_email_templates_using_the_Email_Template_Builder_tool_on_Salesforce__BMk2yDcGSJiNuNsV9PjTkw) to set up your template
