Send Donation Form Receipts to Donors
When you use gift receipting in Raiser's Edge NXT, you can enable emailed receipts for gifts that come through a donation form.
The receipting options are:
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Don't send receipts - receipts aren't automatically sent.
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Send in thank you emails - automatically sends the email with a link to the receipt immediately after a donor submits a one-time or recurring gift through the form.
Tip: The Transaction Details merge field in the thank you email includes the receipt link unless you remove the merge field.
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Send when approving gift batches - automatically sends receipts external to the form's Thank you email after you approve the gift batch.
Send Receipt in Thank You Emails
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From Online Giving, select Donation forms, and open the form.
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From Confirmations, under Receipt, select Send in the thank you emails.
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Select the gift types you want to deliver receipts for.
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Select a receipt series for numbering behavior.
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Continue editing the form or save your changes.
Note: If a PDF receipt can't be generated, the email is sent without the link. The gift is marked "Needs receipt".
Send Receipt Upon Batch Approval
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From Online Giving, select Donation forms, and open the form.
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From Confirmations, under Receipt, select Send when approving gift batches.
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Select the gift types you want to deliver receipts for.
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Select the email receipt template for each gift type you chose.
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Select a receipt series for numbering behavior.
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Continue editing the form or save your changes.