Accessing Transactions

Although donors can access their giving history at any time, your administrative team may still receive requests to re-send or print a previous gift receipt. To access these options:

1. Navigate to Reports on the left navigation menu.
2. Click on Donations/Transactions.
   
3. Within a transaction’s row, click the 3-dot ellipsis icon on the far right. This will display several actions you can take related to that transaction.

Printing or Re-Sending Receipts

Re-Sending a Receipt

• Select Resend Receipt to send the giver another email copy of their original receipt.
• When you click Resend Receipt, the Send field will automatically populate with the giver’s email address.

Note: While you can enter a different email address if needed, resending a receipt can only include one recipient at a time.

Updated November 10, 2024 03:56