Receipts. Donors making contributions through an online form will automatically obtain an email receipt for their payment, given the option to send them was picked during the configuration of the payment page. If you want to by hand, send or re-send a receipt at a later date, you can do so by editing and enhancing the contribution document against a call, as well as ticking the alternative Send Receipt. The offline contribution invoice will be sent when you click Save.
You can send out offline contribution receipts to multiple get in contact at the same time with the Find Contributions search. After choosing the contacts you want to send an invoice to, pick Invoices – print or e-mail from the drop-down menu.
By default, emailing or producing PDF receipts will upgrade the receipt day for each payment; however, you can maintain the existing receipt dates if you require to. You can likewise choose to neglect the Do not email/Do not mail settings to make sure that all picked contributors are sent an invoice.
The standard offline contribution invoice shows restricted details. It can be tailored yet that calls for the expertise of smarty. You might find it easier to establish “send out later” receipts using the thank-you letters workflow.
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Thank-you letters
Some organizations might want to send out thank-you letters to people that contributed to a specific campaign, recommending the total amount increased. Various other organizations like to send out one invoice to every call at the end of the covering all tax-deductible donations made during that year. Both of these situations, as well as more, can be completed utilizing the “Thank-you letters for Contributions” performance. This action is offered from a search results page screen presenting payments, rather than contacts. The actions entailed are:
- Utilize Find Payments or utilize Advanced Look with Display Outcomes as readied to Payments for your search.
- Select the contributions for which you desire thank-you letters or combined receipts.
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