It would be very helpful to be able to edit the PDF's in the RE NXT Gift Receipting page. Or to even have the ability to print out the email receipt or have a draft copy of the email receipt.
Please allow this be editable just as the email version is. Not all donors give their email. The pdf can be printed and save us the merge into WORD step and increase our efficiency.
YES!!!! The generic version does not have the wording that is needed for some of the receipts and we can no longer make changes or copy the letter to paste elsewhere . There are some receipts I am having to do by hand because the donor does not have an email address or they need special wording. Would also be nice if we can select the addressee/salutation when receipting like we are able to choose the letter when sending by email - or again I am going to have to create by hand. We are also no longer able to edit the giving statements. I had to make tons of edits to those this past January before sending them out. Some gifts we did not want included like $0 gifts. We have been keeping gifts in the system of $0 so that we can see when we have had to make certain adjustments - and the only want to adjust is to zero out the gift. We also did not want commitments included in the giving statements. My apologies I have gotten off topic - we need to have the ability to make edits to the letters or make edits before the letter is ran.
I'm not sure why this doesn't already exist. What's the point of having templates if they aren't usable in creating a PDF? Also, unable to see / confirm that the template used for a gift receipt was sent correctly. There's no documentation or notes showing up in email history of constituents record. Supposed to go on blind faith?
It is inconsistent and confusing to create an email receipt with one specifically tailored format, but have the downloadable .pdf version of that same receipt look entirely different. The .pdf should match the email receipt template.
100% agree on this! Would be incredibly helpful!!
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Please
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Unfortunately, we can't use the e-receipting portion of RENXT without being able to edit the PDF. Please make it editable like the email version!
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Please allow this be editable just as the email version is. Not all donors give their email. The pdf can be printed and save us the merge into WORD step and increase our efficiency.
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With the new Mastercard requirements, the PDF receipt is unusable. Please add the ability to customize the PDF template ASAP!
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Would be nice to have the ability to add our logo and a return portion for donors who still give via check.
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We cannot use the receipting function at all without the capability to edit.
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a must
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YES!!!! The generic version does not have the wording that is needed for some of the receipts and we can no longer make changes or copy the letter to paste elsewhere . There are some receipts I am having to do by hand because the donor does not have an email address or they need special wording. Would also be nice if we can select the addressee/salutation when receipting like we are able to choose the letter when sending by email - or again I am going to have to create by hand. We are also no longer able to edit the giving statements. I had to make tons of edits to those this past January before sending them out. Some gifts we did not want included like $0 gifts. We have been keeping gifts in the system of $0 so that we can see when we have had to make certain adjustments - and the only want to adjust is to zero out the gift. We also did not want commitments included in the giving statements. My apologies I have gotten off topic - we need to have the ability to make edits to the letters or make edits before the letter is ran.
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I'm not sure why this doesn't already exist. What's the point of having templates if they aren't usable in creating a PDF? Also, unable to see / confirm that the template used for a gift receipt was sent correctly. There's no documentation or notes showing up in email history of constituents record. Supposed to go on blind faith?
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100% agree this is a really necessary change!
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Yes, we should be able to customize this. It's obvious!
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Yes! It would be ideal if you could make a pdf version of every email receipt.
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Absolutely! the current/default PDF receipt is not usable as it is. We really need to be able to customize the language and merge fields.
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It is inconsistent and confusing to create an email receipt with one specifically tailored format, but have the downloadable .pdf version of that same receipt look entirely different. The .pdf should match the email receipt template.
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Ability to customize PDFs; add logo, edit merge fields, text, etc.
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