Contents
- Index
Receipts right after donating
Some donors would like to receive a receipt right after donating. Others want an email sent with a receipt attached.
If some donors want either of these, then go to the Setup menu and choose Preferences. Then near the bottom, put a checkmark where it says:
Print/email a receipt for each donation
You should set all donors to get Yearly Receipts so they can also receive one at the end of the year, summarizing the entire year. Click on the Donors icon and choose Add/Edit Donors. Then near the bottom right, change the receipt type to Yearly Receipts, then go back to the list of choices and select All => Yearly Receipts.
When you enter the donations into Donarius® you will see a Print button, to print a receipt. If the donor has an email address, you'll also see an Email button. The default receipt it will print will use a Custom Letter called Receipt1. If you would like to change the formatting of the receipt, you can do it yourself or send us a sample and we'll set it up for you. To set it up yourself, click on Mailings and choose Setup Letters then where it says Letter to edit choose Receipt1. When a receipt is emailed, it will first create a PDF of the receipt instead of printing it. That receipt will then be emailed to the donor. You can change the wording of the email by clicking on Mailings and choosing Setup Emails then where it says Email to edit choose Ereceipt1.
(Note: you need to purchase the Letters/Emails/Text Messages module to use this functionality.)