Sending year-end receipts to all of your donors is so easy and can be done in a few clicks. To do this, visit the Engage section of your dashboard, then the Receipt Settings page. Navigate to the Yearly Receipts tab.
If you click the 'Settings' button, you can view and edit your year-end receipts template.
Once you're satisfied with how the receipts will look, click the Yearly Receipts tab at the top to refresh them. Then, filter for the donors you wish to send the receipts to and click the applicable button at the bottom.
Please note: It may take up to 15 minutes for all of your donors to receive their receipts.
Comments
2 comments
Is this option only available after the end of the calendar year? I am not presented with an option to provide 2018 receipts on this the last day of the year.
Ky, this option will be enabled within the next few days for 2018 donations.
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