Merged idea

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One-off Receipt Options Merged

Receipting options for gifts within a constituent account are inconsistent. Sometimes you can download a PDF and sometimes you can only email them a receipt. Having a PDF/ word document download button in each gift would be very helpful when donors ask us for receipts. Of course we can send the receipt again via email, but it’s better stewardship to quickly pull and email that PDF when we are already in a conversation with them vs having it go through a different email

  • Stephanie A
  • Feb 28 2025
  • Reviewed: Voting Open
Gifts
  • Judith Youngblood commented
    November 06, 2025 17:40

    Agreed! Since you have that functionality already, a consistent use would be great.

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  • Cathi Christopher commented
    November 06, 2025 15:16

    To tag along on this- sometimes you just need to print out one receipt for a donor- need to have the same ability we do with emailed receipts

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