Test Templates – Foundant Technologies

A Templates Overview outlines the entire template process.

Different templates have different testing methods.

Verify/Test

Many templates can be tested by clicking Verify/Test on the left-side menu after uploading a template.
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Grant Letters, Internal Grant Letters, Pledge Payment Letters, Scholarship Letters, Tax Receipts, Honor and Memorial Tribute Letters, and Yearly Tax Receipts can be tested using Verify/Test.

There must be a transaction in the system to test. You cannot test a tax receipt without having a donation record in the system. Create a donation first, then test the tax receipt. You can create a test donation in Sandbox. The same applies for other transactions that have templates.
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.

Click Verify/Test on all new templates you upload.

When you do this for fund statements and invoices, no results will be returned; however, it is still necessary as fund statements and invoices will not run if Verify/Test has not been completed.
Templates will not appear in the drop-down of template options on tax receipts or letters until Verify/Test has been run.

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

You need a campaign with a ticket that's been sold. In the campaign, click on the name of the person who purchased the ticket. Select Ticket Receipt from the left-side menu, then select a method to generate the template.

If you have your campaign set up in your live site and have not sold any tickets, you can sync to Sandbox. Sell a ticket in Sandbox and test the template.

Fund Statements

To test a fund statement, go to a fund record and select Manual Fund Statement from the left-side menu. You need both a fund statement template and a fund statement format.

Opportunity Letter

Navigate to an open opportunity, select Print Letter from the left-side menu, and then select a method to generate the template.

Promise Payment

Navigate to an open promise, select Payment Document from the left-side menu, and then select a method to generate the template.