Email Donor Receipts

Donor Receipts can be automatically emailed to any Donor that has a valid email address defined.

Donor Receipts can be emailed to

  • an individual Donor
  • all Donors
  • active Donors in the auction
  • inactive Donors
  • donors Matching tags
  • donors with Unreceipted Items

Individual Donor Receipts

To email the Receipt for one Donor, you must open the Donor record, and then click the Receipts tab.

You can access the Donor Record from the Donor Dashboard in 3 ways:

  1. Under Actions, select All Donors, then double-click on the Donor name in the Summary List. The Donor Record will open.
  2. Under Actions, Select Donor Receipts. On the SELECT DONORS tab, double-click on the Donor name in the Summary list. The Donor Record will open.
  3. Under Actions, Select Donor Receipts. On the SELECT DONORS tab, click the Options icon (3 dots), and choose Select Specific Donors. Type the name of the Donor until it appears. Hover over the Donor name and click Details. The Donor Record will open.

Options 2 and 3 are shown below:

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If you click Specific Donors, choose the Donor on the next screen by typing in the name and selecting it when it appears.

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Hover over the Donor name to see a summary of the receipt. Click Details to open the Donor Record.

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On the Donor Record, select the Receipt tab.

Verify that the correct auction is selected, and that the receipt amounts are correct.

To preview the receipt before sending it, click Preview Receipt (on the left, under Export & Printing).

To email the receipt without previewing it, click Send Receipt.

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If you selected Preview, the Receipt opens in your browser window.

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If you selected Send, you will be prompted to confirm sending the receipt.

Click Continue to send the email.

Click Cancel to cancel.

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Selected Donor Receipts

To send email receipts to

  • all Donors
  • active Donors in the auction
  • inactive Donors
  • donors with Unreceipted Items

Select the appropriate option on the Donor Receipts / Select Donors tab.

Double-check the total selected Donors.

When the correct list is shown, click Email (on the left, under Actions).

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You will be prompted to confirm sending the receipts.

Click Continue to send the emails.

Click Cancel to cancel.

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Receipts for Donors Matching Tags

To email receipts for Donors matching tags, select Donors Matching tags from the options on Donor Receipts / Select Donors tab.

Start typing the name of the tag and select it from the list.

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Donors with any of the specified tag(s) are listed.

When the correct list is shown, click Email (on the left, under Actions).

You will be prompted to confirm sending the receipts.

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Search for Donors

To search for Donors, select Search For Donors from the options on Donor Receipts / SELECT DONORS tab.

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Type a name and hit Enter. The system will search contact names and email addresses for a match.

Matches will be listed.

To delete a listed donor, click the red x in that donor's row.

When the correct list is shown, click Email (on the left, under Actions).

You will be prompted to confirm sending the receipts.

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Last Updated: 12/3/2018, 11:08:03 PM