Receipting by Email

Normally the Fundraising Accelerator is set up to automatically send email receipts to a supporter. All you need to do is when completing the entry of the donation in the quick donation entry screen, make sure the Receipt Action is set to Email and that a Receipt Template has been specified.

If you wish to, you can manually specify an alternative receipt template to the one that was suggested by the system.

The system will automatically send receipts as part of the background processes that the Fundraising Accelerator executes for you. How quickly the receipt is sent will depend on the settings that have been established by the administrator.

If you want to see the receipt that was generated by the system, first, locate and open the relevant Opportunity, then locate the Receipting (PPlus) section.

In this screen you can see that the Last Receipt Status field has been set to Receipt Generated and you can see when the receipt was generated by looking at the Last Receipt Date field.

You can see the receipt object itself in the Last Receipt field. Click on the link in this field to open the Receipt Object.

You can see the Receipt layout itself by clicking the View Receipt Copy button. This will display the receipt screen.

If you need to download a copy of the Receipt to print out, go to the related list, under the Notes & Attachments section. Click on the file link and it will download the file in html format.