Receipting & Acknowledgements

Creating Tribute Emails (in Honor/ in Memory)
fundraisingManager includes integrated support for Tribute emails to automatically be sent when a Tribute gift is entered, and a notification by email is re...
Mon, 17 Jan, 2022 at 12:58 PM
Using Email Templates
fundraisingManager 2.0 acknowledges one-time and recurring donations using Lightning Email templates . Each Form Configuration can have its own email templa...
Wed, 19 Jan, 2022 at 5:21 PM
Assigning an Email Template to a Donation Form
Email templates define the acknowledgements sent to donors, to utilize a template you must first assign it to a form configuration (donation form). To updat...
Wed, 22 Dec, 2021 at 2:44 PM
Using Images in Email Templates
To use an image in an email template it must be web image, you add it to the email template using the web address. To create a web accessible image see t...
Tue, 21 Dec, 2021 at 3:13 PM
Creating a Web-Image from a file
When including images on email templates, we find that email services may block the images. We find using web-images will show the email as you intended. A ...
Tue, 19 Jul, 2022 at 11:45 AM
Receipt Eligible Donations and Benefits
You may have occasions where donations are not fully eligible for a receipt or completely ineligible. fundraisingManager lets you manage receipt eligibi...
Wed, 22 Dec, 2021 at 2:41 PM
Voiding a Receipt
If a mistake has been made and receipt should not have been issued. You can easily void a receipt in fundraisingManager. From the gift/donation record y...
Thu, 14 Oct, 2021 at 3:25 PM
Setup Tribute Acknowledgements
fundraisingManager now includes integrated support for Tribute emails to automatically be sent when a Tribute gift is entered, and a notification by email i...
Wed, 23 Feb, 2022 at 4:22 PM
In-Kind Gift Receipting in fundraisingManager
Overview:   Issuing In-Kind Gift Receipts is now supported natively in fundraisingManager, including the ability to:   Acknowledge (by email) an In-Kin...
Wed, 23 Feb, 2022 at 4:32 PM
Adding New Opportunity Record Types for Receipting
To add new Opp record types, there are few steps to configure the system 1. Define and Create new Record type on the Opp object(Note: the Record Type Na...
Mon, 13 Mar, 2023 at 11:18 AM