ProntoPlus 1.28 Major release Bulk Receipting and ATS
No matter which Payment Processing tool you’re using, whether that be ProntoPayments, another 3rd party Appexchange app, or you process payments outside of Salesforce altogether - you need the ability to generate, mass-email and print receipts.
The latest ProntoPlus release gives you the ability to do all this for up to 200 records at a time. You can download and print the receipts from a single mass PDF file, or as separate PDFs according to your preference.
If you are currently generating receipts using ProntoGiving:
ProntoPlus Receipting is an upgrade from ProntoGiving, with , and greater flexibility on receipt design for custom variables and table columns.
If you are currently using Conga Composer for your receipting, we recommend you continue using Conga, as they offer more customisation functions.
With End of Financial Year fast approaching, you will also need the ability to generate Annual Tax Statements. The ATS can group the donations by Date, GAU, even by Campaign! Our new Settings button allows you to calculate the total sum of gifts linked to Recurring Donations in the last Financial Year, so you know which donors need an ATS. Then bulk generate and bulk email or download them for distribution.
Contact your Engagement Manager to discuss your upgrade path today!
Resources:
The Technical Stuff:
New fields added
| OBJECT |
FIELDS/Buttons |
| Opportunity |
- Donation Type (PPlus)
- Receipt Action (Pplus)
- Receipt Template (Pplus)
- Receipt Number (Pplus)
- Last Receipt Error (Pplus)
- Receipt Email (PPlus)
- Last Receipt (Pplus)
- Exclude from Consolidated statement PPL
|
| Contact |
- Generate Consolidated Statement (PPlus) button
|
| Account |
- Generate Consolidated Statement (PPlus) button
|
| Opportunity List View |
- Generate Receipts (PPlus) button
- Download Receipts (PPlus) button
- Send Receipts (PPlus) button
|
| Contact List View |
- Generate Consolidated Statements button
- Generate All Consolidated Statements button
|
| Account List View |
- Generate Consolidated Statements button
- Generate All Consolidated Statements button
|
Custom Trigger Required
A custom trigger will be required to copy the values from ProntoGiving to ProntoPlus and translate the ProntoGiving fields to match the new Receipt Action field in ProntoPlus
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