# Customize your receipt template

> Editing the layout, wording and fields printed on your receipts.

Source: https://donorcare.my/help/organizations/receipts/customize-your-receipt-template/

**Who can do this:** Owner, Admin, Finance

An Owner can change which roles have this in **Account Access**.

Design what your receipts look like — layout, wording and which donation details appear where — using DonorCARE's built-in template editor.

## Before you start

- This is a code-level editor: it edits the receipt's HTML and CSS directly, with a live preview, rather than a simple logo-and-color form. If you'd rather not touch markup yourself, start from the default template and change only the branding fields under its **General** tab.
- Decide whether you're editing your organization's one **Primary** template or creating a second one for a specific purpose (a Dharma event template needs its own ceremony grid, for instance).

## Steps

1. **Open Receipt Templates.** In DonorCARE, open Receipts, then select **Templates**.

2. **Create or open a template.** Select **New Template** and give it a name, or select an existing one from the list to edit it.

   *Screenshot: the Receipt Templates list showing the Primary badge and the row menu with Set Primary, Rename, Reset to Default and Delete.*
3. **Edit the branding basics.** In the **General** tab on the right, adjust branding, the tax-deductible badge and which elements are visible — this covers most changes without touching code.

4. **Edit the layout, if you need to.** Use the **HTML**, **CSS** and **JS** tabs on the left for anything beyond branding — the live preview updates as you type.

5. **Check your field mappings.** The **Fields** tab lists every `{{variable}}` your template can print — donor name, amount, receipt number and more — each pointing at the data it pulls from the donation.

6. **Preview with sample data.** Use the **Sample** tab to check how the template renders before it reaches a real donor.

7. **Make it the one your receipts use.** From the templates list, open the row menu and select **Set Primary** — this becomes the template every new receipt uses, unless a campaign specifies a different one.

## If something goes wrong

| What you see | What it means | What to do |
|---|---|---|
| **Delete** is grayed out | You can't delete your Primary template | Set a different template as Primary first, then delete the one you no longer need |
| The preview doesn't match what donors are receiving | You're editing a template that isn't Primary, or a campaign is overriding it with a different one | Check which template is marked Primary, and whether the campaign uses its own override |

## Related

- [How receipts are issued](https://donorcare.my/help/organizations/receipts/how-receipts-are-issued/)
- [Set your receipt numbering](https://donorcare.my/help/organizations/receipts/set-your-receipt-numbering/)
- [Re-send or regenerate a receipt](https://donorcare.my/help/organizations/receipts/resend-or-regenerate-a-receipt/)
- [Show an event on your receipt](https://donorcare.my/help/organizations/receipts/show-an-event-on-your-receipt/)