Editing the Invoice/Receipt Template

Invoices and receipts are automatically generated from a template that is stored in Salesforce. If payment terms change, you can update the template using the following instructions

• 1. Click on your name in the top right corner of Salesforce

  2. Choose "My Settings"

  3. Select "Email" --> "Email Templates" from the left side menu

  4. Choose the Executive Education Folder

  5. Select your template by clicking on its name

     1. Invoice: Exec Ed Invoice

     2. Receipt: Exec Ed Payment Receipt

  6. Once the template is open, click "Edit HTML" (the text template can be left blank)

  7. IMPORTANT - don't exit the "secure payment link" ...just edit text around it

  8. Use the Send Test and Verify Merge Fields button to preview the template, be sure to choose an existing contact with a related opportunity so you can see how the template is filled out.