We were eventually able to get the custom template working after I posted this and have the signature loaded in the custom template. But my ticket was never responded to as resolved. Our current process of using custom templates is not perfect as some fields still don’t pull in correctly (eg the service date does not pull through) and we can’t send the donation receipts by email because the email shows up like an invoice we are requesting pay for (and the receipt shows a giant “paid” stamp on it when the payment is matched) so we have a cumbersome process where we have to generate a custom invoice, print to pdf before matching the payment (or else the paid stamp is imprinted on it), then edit the pdf to manually key in the fields that didn’t pull through correctly (eg service date), then lock the pdf so it can’t be tampered with, and finally email it to the donor. It is a super cumbersome process but unfortunately the best we can do as any external donor receipt apps we’ve tried aren’t great either. Yes, I also really wish the developers of QBO can make it more NPO friendly.
