How to Send a Receipt

1. Click the 'Donations' title on the Side Menu to access the donations page.

2. Find the donation record for which you want to send the Receipt. In the "Receipt No." column click the receipt number. If there is a button that says "Issue Receipt" this means the receipt has not been issued, click the button to issue the receipt.

Clicking the receipt number will open a preview of the receipt.

NB: If you have not configured your Receipt Templates and/or Email Templates, you will receive an error message. Click 'Edit Templates' and follow the instructions in the links below.

How to Setup Receipt Templates

How to Setup Email Templates

3. Download

You can download the receipt from here. Click the 'Download' button on top right corner of the preview card.

4. Send via Email

1. Choose the email template you would like to use. by default the primary template will be selected.

2. Make any changes if necessary to the subject and message of the email.

3. Click 'Send Email' and the receipt will be attached and sent to the donor.