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CommunitySuite Idea Lab: Donations/Pledges/Promises/Public Securities

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Add a receipt interval to the recurring donation setup

Add a receipt interval to the recurring donation setup. We have some recurring donors who would prefer to only receive receipts at year’s end. Currently a profile’s email must be temporarily removed or set to inactive to ensure a receipt is not sent at the time a recurring donation is processed. When processing recurring donations they currently bypass the Receipt Bucket and move straight to the Posted Bucket.

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Peter Atkins shared this idea  ·   ·  Report…  ·  Admin →
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  • [Not Provided] commented  ·   ·  Report

    Please provide a field/choice for donors setting up their recurring donation on portal to select whether or not they would like a monthly or yearly receipt (year-end). Or at least let us do it on the back end if they donor requests it. I have marked the donor in their profile 'Do not mail', and even made a note, but you do not see these when their recurring donation posts.