Charitable Documentation

Learn how to make the most of Charitable with clear, step-by-step instructions.

Charitable Receipt Page Detection

How Automatic Receipt Page Detection Works

(Note: This is for Charitable Pro 1.8.10.5+).

When the “Donation Receipt Page” setting is set to “Automatic” in Charitable settings, the plugin automatically creates and manages receipt pages for your donations. This system works seamlessly with most WordPress themes, including both traditional (classic) themes and modern block themes.

In automatic mode, Charitable uses WordPress rewrite rules to create custom URLs like /donation-receipt/1234/ that display the receipt content without requiring you to create a physical page. The plugin handles all the technical details behind the scenes.

Themes That Work with Automatic Mode

At the time of writing (version 1.8.10.5), the following themes have been tested and work correctly with automatic receipt page detection:

Block Themes (Full Site Editing)

  • Twenty Twenty-Three – WordPress default block theme
  • Twenty Twenty-Four – WordPress default block theme
  • Twenty Twenty-Five – WordPress default block theme

Classic Themes (Traditional PHP Templates)

  • Astra – Popular multipurpose theme
  • GeneratePress – Lightweight theme
  • OceanWP – Multipurpose theme

These themes work because they properly support WordPress’s standard template hierarchy and content filters, allowing Charitable to inject the receipt content at the right time in the page rendering process.

Themes That Require Fallback Page Creation

Some themes have unique rendering systems that prevent automatic receipt page detection from working properly. When Charitable detects this issue, it automatically creates a fallback page to ensure receipts still display correctly.

Twenty Twenty-Two is a block theme that uses a different template rendering approach than later WordPress default themes. When Charitable tries to display a receipt page, the theme’s template system doesn’t properly recognize the custom receipt endpoint, resulting in a blank page.

Why it needs fallback: The theme’s block template system doesn’t correctly handle custom endpoints, causing the receipt content to not render. Charitable detects this and automatically creates a physical WordPress page with the [donation_receipt] shortcode, which the theme can then display properly.

Other documented examples at the time of this writing include YITH Wonder. YITH Wonder is a premium WooCommerce-focused theme with a custom page builder system. Similar to Twenty Twenty-Two, it has rendering quirks that prevent automatic receipt detection from working.

Note: When Charitable creates a fallback page, it automatically updates your settings to use that page. If you switch to a different theme later, Charitable will restore the “Automatic” setting if the new theme works with automatic mode.

Developer Filters

Charitable provides several filters that allow developers to customize the fallback page behavior. All filters are documented below with their default values and use cases.

charitable_receipt_fallback_enabled

Default: true

Purpose: Enable or disable the entire fallback page creation system.

When to use: If you want to completely disable automatic fallback page creation, perhaps because you’re handling receipt pages through a custom solution.

// Disable fallback page creation
add_filter( 'charitable_receipt_fallback_enabled', '__return_false' );

charitable_receipt_fallback_should_activate

Default: true

Parameters:

  • $should_activate (bool) – Whether fallback should activate
  • $current_setting (string) – Current receipt page setting (‘auto’ or page ID)

Purpose: Control whether the fallback system should activate when a blank page is detected. This gives you fine-grained control over when fallback pages are created.

When to use: If you want to prevent fallback creation in specific circumstances, such as during development or for certain user roles.

// Only activate fallback for specific themes
add_filter( 'charitable_receipt_fallback_should_activate', function( $should_activate, $current_setting ) {
    $current_theme = get_stylesheet();
    // Only allow fallback for specific problematic themes
    if ( ! in_array( $current_theme, array( 'twentytwentytwo', 'yith-wonder' ) ) ) {
        return false;
    }
    return $should_activate;
}, 10, 2 );

charitable_receipt_fallback_page_slug

Default: 'donation-receipt-page'

Purpose: Customize the URL slug for the fallback page that gets created.

When to use: If you want the fallback page to have a different URL structure, or if you need to match your site’s URL naming conventions.

// Use a custom slug for the fallback page
add_filter( 'charitable_receipt_fallback_page_slug', function( $slug ) {
    return 'receipt';
} );

charitable_receipt_fallback_page_args

Default:

array(
    'post_title'   => __( 'Donation Receipt', 'charitable-pro' ),
    'post_content' => '[donation_receipt]',
    'post_status'  => 'publish',
    'post_type'    => 'page',
    'post_name'    => $page_slug, // Set automatically
)

Purpose: Customize the properties of the fallback page when it’s created. This includes the page title, content, status, and other WordPress post properties.

When to use: If you want to customize the page title, add custom content before/after the shortcode, set a specific page template, or modify any other page properties.

// Customize the fallback page
add_filter( 'charitable_receipt_fallback_page_args', function( $args ) {
    // Change the page title
    $args['post_title'] = 'Your Donation Receipt';
    
    // Add content before the shortcode
    $args['post_content'] = '<p>Thank you for your donation!</p>' . "\n" . '[donation_receipt]';
    
    // Set a custom page template (if your theme supports it)
    // $args['page_template'] = 'custom-receipt-template.php';
    
    return $args;
} );

charitable_receipt_fallback_delete_on_theme_switch

Default: false

Purpose: Control whether the fallback page should be automatically deleted when switching away from a problematic theme.

When to use: If you want to clean up fallback pages automatically when they’re no longer needed. By default, pages are kept (but settings are restored to “Automatic”) so you can manually review or delete them.

// Automatically delete fallback page on theme switch
add_filter( 'charitable_receipt_fallback_delete_on_theme_switch', '__return_true' );

Debugging

If you need to debug receipt page issues, you can enable detailed logging by adding this to your wp-config.php file:

define( 'CHARITABLE_DEBUG_RECEIPT_PAGE', true );

This will log critical events like fallback activation, page creation failures, and theme switch handling to your WordPress debug log (requires WP_DEBUG_LOG to be enabled).

Summary

The automatic receipt page system works seamlessly with most WordPress themes. When a theme has rendering issues that prevent automatic detection, Charitable automatically creates a fallback page to ensure receipts always display correctly. Developers can customize this behavior using the provided filters, and the system automatically restores settings when switching themes.

Still have questions? We’re here to help!

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Improvement Payments

💰 Accept Recurring Donations with Windcave and Charitable

A donor sets their gift up once on Windcave’s secure payment page, and Charitable bills every renewal after that on schedule. Why this is important:

🏦 Organizations banked in New Zealand or Australia: monthly giving on the gateway your bank already set you up with, with no second processor to onboard.
⛪ Churches taking regular tithes and offerings: congregants set their own schedule once, which is the simplest way to launch recurring church giving without a separate platform.
🌏 Groups with donors in several currencies: Windcave handles more than 20, so a supporter can give in the currency they actually hold.
📅 Operating funds rather than one-time campaigns: switch on Recurring Only mode and the one-off option disappears, so every gift to that campaign is a subscription.
🧾 Teams with no developer on staff: 3 sets of credentials pasted into a settings page, and no code anywhere.

Check out our announcement here.

automation update

⚡ Visual Automation Builder: Drag and Drop With No Code!

Charitable Automation Connect 2.3.0 introduces the Visual Automation Builder, a full-screen canvas that lays each automation out as a flow of connected cards: a trigger, optional conditions, and a list of actions that run in order.

🧩 Many actions, one trigger: Tag a donor, send an email, add a note, and fire a webhook from a single event, dragged into any order.

✉️ Act inside Charitable: New Send Email, Tag Donor, and Add Donor Note actions run with no external service required.

🔤 Merge tags: Personalize emails and notes with live fields like {first_name}, {total}, and {campaign_name}.

🔁 Apply to existing donors: Run Tag Donor and Add Donor Note against the donors you already have.

🖥️ Canvas or Simple: Switch views anytime, and automations built before 2.3.0 keep working unchanged.

Read more here.

Integration updated

📬 Introducing Brevo for Charitable: Turn Donors into Subscribers Automatically

The moment a supporter makes a gift is when they are most engaged. With the new Brevo integration for Charitable, you can automatically turn those one-time donors into long-term subscribers without touching a single spreadsheet.

Simply collect donor consent right on your donation form and start your welcome series immediately.

What’s New:

🔄 Automated Subscriber Sync: New donors who opt in are added straight to your Brevo contact list as soon as their payment clears—no manual exports or CSV imports required.

🎯 Granular Consent & Opt-In Control: Customize your checkbox label, choose whether it defaults to checked or unchecked, or turn on Brevo double opt-in to keep your list clean and compliant.

📋 Per-Campaign List Mapping: Route supporters to your global email list or map specific campaigns to targeted Brevo lists to tailor your follow-up messaging.

⚡ 5-Minute Setup: Connect instantly by pasting your Brevo API key into the Newsletter settings, map your contact fields, and start building your email list on autopilot.

Ready to grow your mailing list? Brevo is available now starting on the Charitable Plus plan—connect your account today!

recurring donations updated

💳 Introducing Card Updates: Fix Expired Cards Without Losing Subscriptions!

newExpired or updated credit cards are one of the biggest silent leaks in recurring fundraising. With Card Updates in the Recurring Donations extension, donors can now refresh their payment details directly—keeping their subscription, schedule, and giving history completely intact.

No canceled plans, no lost history, and zero administrative headache for your team.

What’s New:

⚡ 30-Second Self-Service: Donors get a dedicated “Update Card” button in their dashboard that opens Stripe’s secure, PCI-compliant Customer Portal to update card details instantly.

🔒 Scoped & Safe Access: Scoped exclusively to card updates by default, donors can’t accidentally cancel or alter their plans from inside the portal, keeping your webhooks and data in sync.

🤝 Admin-Assisted Support: Helping a donor on the phone? Open their secure Stripe portal in one click from your admin screen or generate a single-use update link to email them.

📋 Automatic Audit Trail: Every payment method update is recorded automatically with a timestamp in both system-wide logs and the individual donor’s profile.

Ready to protect your recurring revenue? Get the Plus or Pro plan and update Recurring Donations to 2.3.0+ and enable “Update Payment Method” under your Settings today!

Integration page builder

Divi Fans Rejoice! Native Divi 5 Campaign Progress Bar Module!

With our new native Divi 5 module, you can anchor your microsites with real-time fundraising stats directly on the visual canvas. Here’s how it works, and why it’s worth turning on today.

Create campaign updates that are VISUAL AND LIVE. You can also:

📊 Campaign Progress Bar: Drop a live progress bar into any Divi 5 layout and show goal progress in real time.

🎨 Deep styling controls: Easily customize the bar and track color, height, and radius to match your brand perfectly.

👁️ Visual Builder ready: Configure and preview everything directly on the Divi canvas as a first-class module.

🔁 Identical rendering: The same exact engine powers this module, meaning consistent design without legacy shims.

✅ Faster launches: Never leave the Divi 5 interface to configure shortcodes or guess how your goal labels will look.

Learn more here.