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Creating Individual Receipt Activities

DonorDock Help CenterArticlesActivities
LIST VIEW OF GIFTS UNDER TRANSACTIONS DISPLAYING THE RECEIPT COLUMN WITH ICONS
RECEIPT OPTIONS MENU ON EXAMPLE MEMBERSHIP GIFT DISPLAYING OPTIONS TO EMAIL RECEIPT, PRINT RECEIPT, OR MARK RECEIPT SENT
LIST VIEW OF GIFTS UNDER TRANSACTIONS DISPLAYING THE RECEIPT COLUMN WITH ICONS
RECEIPT OPTIONS MENU ON EXAMPLE MEMBERSHIP GIFT DISPLAYING OPTIONS TO EMAIL RECEIPT, PRINT RECEIPT, OR MARK RECEIPT SENT

Creating Individual Receipt Activities

Receipt activities in DonorDock may be generated from Transactional Templates. Receipts may be created using receipt icons when viewing lists of gifts or directly from a specific gift record.

Generate a Receipt using Receipt Icons

  1. Receipt icons will appear in the Receipt column when viewing lists of gifts in DonorDock. Lists of gifts in DonorDock may be viewed through:

    • The Contact record in the Gift box

    • A Giving Page Dashboard

    • Transactions > Gifts

    • Transactions > Campaigns > Campaign details page

    • Transactions > Appeals > Appeal details page

    • Transactions > Funds > Fund details page

  2. The Receipt column will be located to the right of the lists of gifts. Select the printer icon to Print or the send icon to Email

  3. Select the Transactional Template

    • If Printing, click to Download

    • If Emailing click to Send

Generate a Receipt directly on the Gift Record

  1. Navigate to the Gift details page. A specific gift details page may be accessed through:

    • The Contact record in the Gift box or Gift Timeline

    • A Giving Page Dashboard

    • Transactions > Gifts

    • Transactions > Campaigns > Campaign details page

    • Transactions > Appeals > Appeal details page

    • Transactions > Funds > Fund details page

    • A Gift Report > Expand row > Open gift record

    • ActionBoard Nudge > View Gift

  2. Select the Receipt action at the top of the gift record page

  3. Select Email Receipt or Print Receipt

  4. Select the Transactional Template in question

    • If Printing, click to Download

    • If Emailing click to Send

πŸ™‹πŸ½β€β™€οΈ What if I already sent a receipt or thank you card outside of DonorDock?

If you have already sent an acknowledgement of the gift outside of DonorDock, when on the gift record, you may click on the Receipt option and select the third option "Mark Receipt Sent" and the value for Receipt sent will update from False/No to True/Yes.