Step 1: Locate the Donor within the Yearly Receipt Page
- Under the Engage section of your dashboard, click on Receipt to go to the Receipts Settings page.
- Then click on the Yearly Receipts Tab. Here, you'll be able to search for and filter your donors using the search tool at the top.
- Enter the name or email address of your target donor. You can toggle the "Not Sent" drop-down menu to search for the donor on the not sent list o the sent list.
Step 2: Cross-check and Send
- Once you have found the donor, you can check the contents of the yearly receipts by clicking the eye icon to the right. You may also download a copy of the receipt by using the download Icon.
- To send an email to the donor, simply tick the box beside the donor's details and click the "Send Selected" button.
- This will automatically send an email to the selected donor.
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