Different templates have different testing methods.
Test (Left-side Menu Option)
Many templates can be tested by clicking Test in the left-side menu after uploading a template. Grant letters, internal grant letters, grant award letters, pledge payment letters, scholarship award letters, scholarship letters, tax receipts, honor and memorial tribute letters, and yearly tax receipts can be tested using Test. Templates can be tested in your Sandbox. When templates are tested, the system displays data from the applicable record.
- There must be a transaction in the system to test. A tax receipt cannot be tested without having a donation record in the system.
- The system will choose which record to insert into the test. To test a particular transaction, navigate to that transaction and run the template.
- To test merge fields on a particular record, use the Template Fields List and add the corresponding ID to the search. This populates all the merge fields that have data on the ID.
Other Testing Methods
Check Template
In your Sandbox, go to any check and click Print Check. The system will generate a check without the amount. This is for accounting controls.
Event Ticket Receipt
A campaign with a ticket that has been sold is required. In the campaign, click on the name of the person who purchased the ticket. Select Ticket Receipt in the left-side menu, and then select a method to generate the template.
If a campaign is set up in your Live site but no tickets have been sold, then sync to Sandbox. Sell a ticket in Sandbox and test the template.
Fund Statements
To test a fund statement, navigate to a fund record and select Manual Fund Statement in left-side menu. Both a fund statement template and a fund statement format are required.
Opportunity Letter
Navigate to an open opportunity, click Print Letter in the left-side menu, and then select a method to generate the template.
Promise Payment
Navigate to an open promise, select Payment Document in the left-side menu, and then select a method to generate the template.
Test a Template Video
The video below provides information on how to test a template using the Test button on the template and from a specific record using a donation record and tax receipt template as an example.
Review a Template and Enable Tax Receipt and Check Templates Video
The video below provides a side-by-side comparison of a populated template and the example template document it is based on, and discusses how to review a template while testing. It also includes information on how to enable the tax receipt and check templates.