You can set a custom receipt template to provide to students that request a PDF receipt upon their purchase of a course, plan, learning path, or domain subscription.
The Order Report reflects a student’s purchase of a course, plan, learning path, or domain access. You can download a PDF receipt to provide to a student from the Order Report Detail page, at a student’s request.
In this article:
- Receipt customization
- Set-up your receipt template
- Download a student receipt
- Frequently asked questions
Receipt customization
You can set the logo, left and right header text, and the footer text for your custom receipt template.
- Logo: Images (.png or .jpg format) are scaled down to a maximum height of 75x75 pixels and appear on the top-right corner of the receipt.
- Left and right headers: Each allows a maximum of 2000 characters and appears on the left and right side of the top of the receipt, respectively.
- Footer: Allows a maximum of 2000 characters and appears on the bottom-left corner of the receipt below the separator line.
You can use any of these variables in your headers and footer to pull in customer-specific information into the custom receipts:
- {{ user.first_name }} - Purchasing student’s first name
- {{ user.last_name }} - Purchasing student’s last name
- {{ user.email }} - Purchasing student’s email address
- {{ purchase_date }} - Order purchase date
- {{ cc_last_four }} - Last 4 digits of credit card used for purchase. Note: Information populated only if the student made the purchase via Merchant eSolutions, or Stripe; otherwise, this field will be blank.
- HTML tags e.g. <b>, <i>, <sub>, etc. - HTML formatting supported in the text boxes
Set-up your receipt template
- Contact Skilljar Support with your desired logo (.png or .jpg format with a white, non-transparent background), left and right header text, and footer text.
- Skilljar Support will update the custom receipt template for preview purposes, such that they can provide a PDF sample template for your review while the receipt is not yet available in the Order Report.
- You can review the custom receipt, requesting any changes.
- Once confirmed, Skilljar support will make your custom receipt template active.
- Upon activation of a receipt templated, any purchases in the Order Report will have an option to Download Receipt.
Here's sample request:
Logo: Attach the logo with a white, non-transparent background to the form as a .png or .jpg.
Left header text:
Company Name
123 East Main Street
Seattle, WA 98105
billing@company.com
Right header text:
Purchase Date: {{ purchase_date }}
Billing Contact: {{ user.first_name }} {{ user.last_name }}
Billing Email: {{ user.email }}
Last 4 CC: {{ cc_last_four }}
Footer text:
Please visit academy.company.com for more information.
Download a student receipt
- Click Order Report in the Dashboard left navigation bar.
- In the Order Report table, click the Order ID for the student order for which you want to download a receipt.
- In the Receipt field, click Download PDF.
Frequently asked questions
How many receipt templates can I set up for my Skilljar organization?
You can set up only one receipt template per Skilljar organization.
What happens if I work with Skilljar Support to update my receipt template?
If Skilljar Support updates a receipt template on your behalf, then all newly downloaded receipts will use the new template. If you have already downloaded a receipt, downloading the same receipt from the Order Report will use the latest receipt template.
Am I able to automatically send this PDF receipt to a student upon purchase?
You are not able to automatically send this PDF receipt to a student upon purchase. Dashboard Admins are able to download a student’s PDF receipt from the Dashboard and send it to the student upon student request.
Note: Students will receive an email confirmation of their purchase upon registration and purchase of a course, learning path, or domain access that includes the purchase price if the following settings are enabled, respectively:
- Course: ‘Email Student on Registration’ in the course’s Settings > Registration Actions in Course Management.
- Learning Path: ‘Email Student on Registration’ in the learning path’s Enrollment Settings > Email Settings.
- Plan: ‘Email Student on Registration’ in the plan’s Enrollment Settings > Actions.
- Domain subscription: Sent automatically for any domain subscription purchase; all students will receive a domain membership email that includes the date their access expires, if an expiration is set.