45 results found
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Add payment method as a field on tax receipt templates
This would help us to be able to have fewer templates (using if else merge logic) and simplify gift entry.
2 votes -
1 vote
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Batch Email Yearly Tax Receipts
I know you can prepare yearly tax receipts and email in batch. However, it would be very helpful if there was a cover email to go with it in the content of system data. We would like to be able to say something in the email instead of on the template for the yearly tax receipt.
1 vote -
Add donor email merge field to templates
Please add donor email as an option on tax receipt, tribute and pledge templates. In particular this would be useful for pledge and tribute templates as those can't be sent directly from the system.
1 vote -
Need additional fields for noncash gifts on the yearly tax receipt
When we generate receipts for noncash gifts, we do not provide a value for the gift, only a description. When we generate a yearly tax receipt for donors with some noncash gifts, it just populates the cash value. Some additional fields around payment type would allow us to use merge logic to solve this, or the public security fields could be included on the yearly tax receipt template.
0 votes
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