Sending Individual Receipt Activities

Receipts in DonorDock are created from Transactional Templates and can be generated either from a list of Gifts or directly from an individual Gift record.

Generate a Receipt from a Gift List

Receipt actions appear in the Receipt column anywhere supported Gift lists are displayed, including:

• A Contact record

• A Giving Page Dashboard

• Transactions > Gifts

• Campaign detail pages

• Appeal detail pages

• Fund detail pages

To generate a receipt:

1. Locate the Gift you want to acknowledge.

2. Find the Receipt column.

3. Select:

   • The Print icon to generate a printable receipt

   • The Email icon to send the receipt by email

4. Select the applicable Transactional Template.

5. If printing, click Download.

6. If emailing, click Send.

Generate a Receipt from the Gift Record

You can also generate a receipt directly from the Gift Overview.

A Gift record can be opened from several areas in DonorDock, including:

• A Contact's Gifts section or Timeline

• A Giving Page Dashboard

• Transactions > Gifts

• Campaign, Appeal, or Fund detail pages

• A Gift Report

• An ActionBoard nudge

To generate the receipt:

1. Open the Gift Overview.

2. Click the Receipt action at the top of the page.

3. Select Email Receipt or Print Receipt.

4. Select the applicable Transactional Template.

5. If printing, click Download.

6. If emailing, click Send.

Mark a Receipt as Already Sent

If the donor has already received a receipt, thank-you card, or other acknowledgment outside of DonorDock, you can update the Gift without sending another communication.

1. Open the Gift Overview.

2. Click Receipt.

3. Select Mark Receipt Sent.

The Gift's Receipt Sent value will update from No to Yes, allowing your team to accurately track that the Gift has already been acknowledged.