Charitable Documentation

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

Customizing the Donation Receipt Page

Would you like to use your own WordPress page as the donation receipt instead of Charitable’s built-in receipt? The donation receipt page is what donors see immediately after completing a donation, and Charitable lets you swap the default receipt for any page on your site. This is useful if you want to match a specific page template, add custom branding, or include extra content alongside the receipt details.

This guide will walk you through the steps to set up a custom donation receipt page in Charitable.

Before you get started, make sure Charitable is installed and activated on your site. If you’d like a refresher on the default receipt experience, see How Charitable Detects the Receipt Page.

How the Default Receipt Page Works

Out of the box, Charitable uses an automatic receipt page. You don’t have to create or pick a page – when a donor completes a donation, Charitable generates the receipt on the fly using a built-in virtual page. This is the default behavior for every new install.

The automatic receipt works well for most sites, but there are a few reasons you might want to use your own page instead:

  • You want a specific page template – Choose a layout from your theme that matches the rest of your site.
  • You want to add extra content – Include a thank-you video, social sharing buttons, or a follow-up call to action above or below the receipt.
  • You want full control over the URL – Pick the exact slug donors land on after donating.

If you don’t need any of the above, the automatic receipt page is the recommended option and no setup is required.

Locating the Donation Receipt Page Setting

To find the Donation Receipt Page setting, head to Charitable » Settings in your WordPress admin. From there, open the General tab, then scroll to the Pages section.

Donation receipt page settings

The Donation Receipt Page dropdown has two types of options:

  • Automatic – The default. Charitable generates the receipt page on the fly. Choose this if you don’t need a custom layout or any extra content on the receipt.
  • A static page from your site – Any published WordPress page can be selected from the list. Choose this if you’ve created (or want to create) a dedicated receipt page with custom styling or content.

Note: If you choose a static page, that page must contain the [donation_receipt] shortcode for Charitable to display the donor’s receipt details. Without the shortcode, donors will see your page content but no receipt information.

Creating Your Custom Receipt Page

If you don’t already have a page you’d like to use, start by creating one. From your WordPress admin, go to Pages » Add New.

Give the page a clear title – something like Donation Receipt or Thank You for Your Donation. This title may appear in browser tabs and search results, so pick something donors will recognize.

Note: Don’t link to this page from your site’s main navigation or footer. The receipt page should only be reached after a donor completes a donation – visiting it directly without a donation in progress will show an empty or generic message.

Adding the Donation Receipt Shortcode

For your custom page to actually display the donor’s receipt – the donation amount, donor name, campaign details, and confirmation message – you need to add the [donation_receipt] shortcode to the page content.

While editing your page, add a Shortcode block (or paste it directly into a Paragraph block if you’re using the Classic Editor):

[donation_receipt]

You can place the shortcode anywhere on the page. Any content you add above or below the shortcode – a header, a thank-you message, social share buttons – will appear around the receipt details when donors view the page.

When you’re happy with the layout, click Publish (or Update if the page already exists).

Note: The [donation_receipt] shortcode has no attributes. It automatically pulls the correct donation for the donor viewing the page and displays the receipt details using Charitable’s standard template.

Selecting Your Custom Page in Charitable

Once your custom receipt page is published, return to Charitable » Settings » General and scroll to the Pages section.

From the Donation Receipt Page dropdown, select the page you just created. The list shows every published page on your site, so look for the title you used.

When you’ve selected your page, scroll to the bottom and click Save Changes.

Testing Your Custom Receipt Page

Before pointing real donors at the new receipt page, run a test donation to make sure everything displays correctly. We recommend using a test mode payment gateway (such as Stripe’s test mode) or the Offline Donations gateway so you can complete the donation without a real charge.

Complete a donation from start to finish. After the donation goes through, you should land on your custom page and see the receipt details rendered where you placed the [donation_receipt] shortcode. Check that the donor name, donation amount, campaign title, and confirmation message all appear correctly.

A Note About Stripe Checkout

If you’re using Stripe Checkout (the hosted Stripe payment page), your custom receipt page works exactly like any other gateway. Stripe redirects donors back to the page you’ve selected in Donation Receipt Page, and the [donation_receipt] shortcode renders the receipt details normally.

One thing to be aware of: Stripe Checkout confirms donations through a background webhook, not the redirect itself. In rare cases, a donor may land on the receipt page a moment before Stripe sends the confirmation webhook, so the donation status may briefly show as pending. The status updates automatically once the webhook arrives, usually within a second or two.

Note: If donations stay stuck on pending rather than briefly showing it, your Stripe webhook may not be configured correctly. See Setting Up Stripe Webhooks to confirm webhooks are reaching your site.

Troubleshooting

The custom page loads, but no receipt details appear

This almost always means the [donation_receipt] shortcode is missing from the page. Edit the page, confirm the shortcode is present, and make sure it’s not wrapped in any block that escapes shortcode output. The shortcode must appear exactly as [donation_receipt] with no extra attributes.

Donors are redirected somewhere else after donating

Charitable redirects donors to whichever page is selected in the Donation Receipt Page dropdown. If donors are landing elsewhere, double-check that your custom page is the one selected in Charitable » Settings » General » Pages and that you’ve clicked Save Changes.

If you’re using a caching or optimization plugin, clear your site cache after saving the settings change so the new redirect takes effect.

The receipt shows the wrong donation

The [donation_receipt] shortcode displays the donation tied to the current session or the donation ID passed in the URL. If a donor visits the receipt page directly (outside the donation flow), there’s no donation to display. This is expected behavior – the receipt page is only meant to be reached at the end of a donation.

That’s it! Donors who complete a donation will now land on your custom receipt page, and the [donation_receipt] shortcode will fill in the receipt details automatically. Next, see Customizing the Donation Receipt Template to learn how to change the receipt’s layout or fields, or Customizing the Donation Receipt Email if you’d like to update the email donors receive.

Frequently Asked Questions

Do I have to create a custom receipt page?

No. Charitable’s default Automatic setting generates a receipt page for you without any setup. A custom page is only needed if you want to control the layout, URL, or surrounding content.

What does the [donation_receipt] shortcode do?

It tells Charitable where on your custom page to render the donor’s receipt – the donation amount, donor name, campaign, payment status, and any other receipt fields. Without it, your custom page will load but won’t display any receipt details.

Can I add other content to my custom receipt page?

Yes. Anything you place above or below the [donation_receipt] shortcode – text, images, videos, blocks – will appear around the receipt on the page.

Why does the receipt page look empty when I visit it directly?

The receipt page is designed to be reached at the end of a donation, not visited directly. When there’s no active donation, the [donation_receipt] shortcode has nothing to display. This is expected – don’t link to the receipt page from your menus or footer.

Can I switch back to the automatic receipt page later?

Yes. Go to Charitable » Settings » General » Pages, change the Donation Receipt Page dropdown back to Automatic, and click Save Changes.

Where can I change what’s shown inside the receipt itself?

The fields and layout of the receipt are controlled by Charitable’s receipt template, not the page that contains the shortcode. See Customizing the Donation Receipt Template for the full walkthrough.

Still have questions? We’re here to help!

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ai New

🚀 Unleash AI Power in Charitable!

Your AI assistant can now build, edit, and manage your Charitable fundraising campaigns directly — just by asking. With Charitable Pro adding write support for the WordPress Abilities API, tools like ChatGPT, Claude, and Cursor can handle full administrative actions safely through MCP. Why this is important:

  • 🤖 Campaign creation in plain language: Prompt your assistant with a goal like “Set up a fundraiser for the shelter with a $5,000 goal”, and it builds a real draft campaign complete with suggested donation tiers.
  • 🎨 Instant donation form tweaks: Add custom fields, change button colors, or reorder elements without diving into form settings.
  • 📝 Offline gift logging: Tell your assistant about cash or check gifts, and it will match donor emails and record transactions into your history.
  • 🛡️ Safety and control by default: Write access stays strictly off until turned on in Charitable » Tools » AI MCP, keeping read-only reporting safe by default.
  • 📜 Full audit logging: Every change made by an AI assistant is tracked under Charitable » Tools » Logs, so you always know who (or what) updated your site.

Check out our announcement here.

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!