A gift receipt acknowledges a single contribution, -as opposed to a giving statement, which summarizes many gifts over a period. CoolFocus can send receipts automatically and let you resend one on request.
When a donor gives online through CoolPay, CoolFocus automatically emails them a receipt for that gift. Each contribution tracks whether its receipt has been sent, so donors aren't receipted twice for the same gift.
By default, the automatic CoolPay receipt uses a standard built-in layout. If you'd like to change its look or wording, you can switch it to a fully customizable email template:
Go to Settings > Giving Info.
Find the CoolPay Email Receipt section.
Select Customize CoolPay receipt email. This creates an organization-owned email template (seeded from the standard layout) and opens it in the template editor.
Make your changes and save. The next time a donor gives through CoolPay, they'll receive the customized version.
Once a custom template has been created, the button changes to Edit CoolPay receipt template so you can reopen it later. If you never customize it, CoolPay keeps using the default layout.
A few things to know:
This setting is organization-wide, not per donation form or donor portal - every CoolPay donation form shares the same automatic receipt email.
It's separate from a donation form's thank-you message, which each form still controls individually.
Customizing this template requires the manage-templates permission, so it's typically an administrator task. See Email & Document Templates for how templates and merge fields work in general.
By default, the automatic CoolPay receipt email uses CoolFocus's standard layout. If you want your own wording, branding, or additional merge fields, an administrator can customize it:
Go to Settings > Giving Information and find the CoolPay Email Receipt section.
Click Customize CoolPay receipt email. This creates an editable template (seeded from the standard layout) and opens it in the template editor.
Make your changes and save. From then on the button reads Edit CoolPay receipt template, so you can come back and adjust it later.
This setting is organization-wide, it applies to every CoolPay donation across all of your donation forms and portals. It's separate from the thank-you message shown on an individual donation form after checkout, which is configured on that form.
Customizing this template requires the manage-templates permission, so this is typically an administrator task. Until an organization customizes it, CoolFocus keeps sending the standard CoolPay receipt layout automatically, no setup is required.
By default, CoolPay's automatic receipt email uses a built-in layout. Organizations can replace it with their own design:
Go to Settings > Giving Info.
Find the CoolPay Email Receipt section.
Select Customize CoolPay receipt email. This creates an organization-owned email template, seeded from the default CoolPay receipt design, and opens it in the template editor.
Edit the design and merge fields (organization, donor, contribution, and document fields such as amount, fund, receipt number, and processing fee covered), then save.
Future automatic CoolPay receipts use your customized template. If you never customize it, CoolFocus keeps using the default layout.
This setting is organization-wide. It is not per donation form or per donor portal, and it is separate from a donation form's own thank-you message. Only users with permission to manage templates see the customize option.
Need to send a receipt again, -a donor lost the email, or you entered a gift manually? Open the contribution and resend the receipt to the donor. It uses your receipt template and is logged on the record.
There are receipt templates for different situations, including in-kind (non-cash) gifts. Pick the template that matches what the donor gave.
Receipt, -one gift, right after it's given ("thank you for your $100 gift on June 3").
Statement, -all gifts over a period, usually at year-end ("here's everything you gave in 2026"). See Giving Statements.
