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You can set the default tax receipt template that customers will receive by defining a Gifts: Default Receipt Template rule for the corresponding group’s Application Security - Group|Attributes page TSorderBO attribute. By default, all logged-in customers are assigned to the WebSales group.

The default tax receipt templates you can select from, include the following:

Standard Combined: Provides the standard thank you letter in combination with the tax receipt.

Standard Tax Receipt: Only provides the tax receipt.

To set the default tax receipt template:

1.Open Application Security from the Desktop.

2.Select the Group tab.
The Group|Search page appears.

3.Search for and select the WebSales group.
The Group|Basic page appears.

4.Select the Attributes tab.
The Group|Attributes page appears.

5.Select the TSorderBO property.
Rules currently defined for logged-in customer orders appear.

6.Click 'Add Rule'.
A blank rule appears.

7.From the 'Attribute Name' field, select the Gifts: Default Receipt Template attribute by clicking magnifyingGlass-7.X and searching for it.

8.From the 'Default Value' field, enter the name of the default thank you letter template.

9.Click 'Apply'.
A window confirms that the group was updated.

10.Click 'OK'.