Attaching PDF to eReceipt
Does anyone know of a way to attach a PDF to the eReceipts? When a constituent registers for an event, we typically send them a copy of their receipt along with their confirmation letter. Is there anyway to do this in one email or will we have to continue to send them out in seperate emails?
Comments
-
Stefanie Gallagher:
Hello Everyone,
Does anyone know of a way to attach a PDF to the eReceipts? When a constituent registers for an event, we typically send them a copy of their receipt along with their confirmation letter. Is there anyway to do this in one email or will we have to continue to send them out in seperate emails?
In the US the email itself can count as a receipt - provided that whatever system you are using to send the confirmation email can include the necessary information including whether benefits are being given - there should be no need to attach a .pdf. (if you are in Canada and need to issue a receipt # then that may be a different story).
0 -
Stefanie Gallagher:
Hello Everyone,
Does anyone know of a way to attach a PDF to the eReceipts? When a constituent registers for an event, we typically send them a copy of their receipt along with their confirmation letter. Is there anyway to do this in one email or will we have to continue to send them out in seperate emails?
Hi Stefanie,
You can set-up a mail merge confirmation letter with ereceipt. Our ereceipt is set-up as letter on top and receipt at the bottom. But if your confirmation letter takes whole page, you can set-up ereceipt on a second page to print as two pages or print on both sides of a page.
I hope this helps.
Thanks,
Brinda
1 -
Brinda Goswami:
Stefanie Gallagher:
Hello Everyone,
Does anyone know of a way to attach a PDF to the eReceipts? When a constituent registers for an event, we typically send them a copy of their receipt along with their confirmation letter. Is there anyway to do this in one email or will we have to continue to send them out in seperate emails?
Hi Stefanie,
You can set-up a mail merge confirmation letter with ereceipt. Our ereceipt is set-up as letter on top and receipt at the bottom. But if your confirmation letter takes whole page, you can set-up ereceipt on a second page to print as two pages or print on both sides of a page.
I hope this helps.
Thanks,
BrindaThank you. Our event confirmation letter is not a merge file. It is a generic confirmation letter that is the same for all registrants. We would like to be able to send the receipt along with the confirmation letter in one email.
0 -
Melissa Graves:
Stefanie Gallagher:
Hello Everyone,
Does anyone know of a way to attach a PDF to the eReceipts? When a constituent registers for an event, we typically send them a copy of their receipt along with their confirmation letter. Is there anyway to do this in one email or will we have to continue to send them out in seperate emails?
In the US the email itself can count as a receipt - provided that whatever system you are using to send the confirmation email can include the necessary information including whether benefits are being given - there should be no need to attach a .pdf. (if you are in Canada and need to issue a receipt # then that may be a different story).The confirmation letter gives the registrant detailed information about the event. We would like to include the receipt and the confirmation letter in one email. Is this possible?
0 -
The confirmation letter gives the registrant detailed information about the event. We would like to include the receipt and the confirmation letter in one email. Is this possible?
You haven't told us what software you are using to send the e-receipts.
0 -
Hi,
I have created an e-receipt with an attached pdf which shows gift amount, benefit, benefit amount and total eligible receipt as required by CRA in Canada.
Let me know if you need any assistance.
Brenda1 -
Melissa Graves:
The confirmation letter gives the registrant detailed information about the event. We would like to include the receipt and the confirmation letter in one email. Is this possible?
You haven't told us what software you are using to send the e-receipts.We are sending the eReceipts out of RE.
0 -
Stefanie Gallagher:
Brinda Goswami:
Stefanie Gallagher:
Hello Everyone,
Does anyone know of a way to attach a PDF to the eReceipts? When a constituent registers for an event, we typically send them a copy of their receipt along with their confirmation letter. Is there anyway to do this in one email or will we have to continue to send them out in seperate emails?
Hi Stefanie,
You can set-up a mail merge confirmation letter with ereceipt. Our ereceipt is set-up as letter on top and receipt at the bottom. But if your confirmation letter takes whole page, you can set-up ereceipt on a second page to print as two pages or print on both sides of a page.
I hope this helps.
Thanks,
BrindaThank you. Our event confirmation letter is not a merge file. It is a generic confirmation letter that is the same for all registrants. We would like to be able to send the receipt along with the confirmation letter in one email.Why do you send ereceipts outside of RE? It is pretty straightforward to do ereceipts through RE. This way you can set-up confirmation letter as a merge document and as you said it is same letter it makes it even simpler.
Brinda
0
Categories
- All Categories
- Shannon parent
- shannon 2
- shannon 1
- 21 Advocacy DC Users Group
- 14 BBCRM PAG Discussions
- 89 High Education Program Advisory Group (HE PAG)
- 28 Luminate CRM DC Users Group
- 8 DC Luminate CRM Users Group
- Luminate PAG
- 5.9K Blackbaud Altru®
- 58 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 409 bbcon®
- 2.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- donorCentrics®
- 1.1K Blackbaud eTapestry®
- 2.8K Blackbaud Financial Edge NXT®
- 1.1K Blackbaud Grantmaking™
- 527 Education Management Solutions for Higher Education
- 1 JustGiving® from Blackbaud®
- 4.6K Education Management Solutions for K-12 Schools
- Blackbaud Luminate Online & Blackbaud TeamRaiser
- 16.4K Blackbaud Raiser's Edge NXT®
- 4.1K SKY Developer
- 547 ResearchPoint™
- 151 Blackbaud Tuition Management™
- 1 YourCause® from Blackbaud®
- 61 everydayhero
- 3 Campaign Ideas
- 58 General Discussion
- 115 Blackbaud ID
- 87 K-12 Blackbaud ID
- 6 Admin Console
- 949 Organizational Best Practices
- 353 The Tap (Just for Fun)
- 235 Blackbaud Community Feedback Forum
- 55 Admissions Event Management EAP
- 18 MobilePay Terminal + BBID Canada EAP
- 36 EAP for New Email Campaigns Experience in Blackbaud Luminate Online®
- 109 EAP for 360 Student Profile in Blackbaud Student Information System
- 41 EAP for Assessment Builder in Blackbaud Learning Management System™
- 9 Technical Preview for SKY API for Blackbaud CRM™ and Blackbaud Altru®
- 55 Community Advisory Group
- 46 Blackbaud Community Ideas
- 26 Blackbaud Community Challenges
- 7 Security Testing Forum
- 1.1K ARCHIVED FORUMS | Inactive and/or Completed EAPs
- 3 Blackbaud Staff Discussions
- 7.7K ARCHIVED FORUM CATEGORY [ID 304]
- 1 Blackbaud Partners Discussions
- 1 Blackbaud Giving Search™
- 35 EAP Student Assignment Details and Assignment Center
- 39 EAP Core - Roles and Tasks
- 59 Blackbaud Community All-Stars Discussions
- 20 Blackbaud Raiser's Edge NXT® Online Giving EAP
- Diocesan Blackbaud Raiser’s Edge NXT® User’s Group
- 2 Blackbaud Consultant’s Community
- 43 End of Term Grade Entry EAP
- 92 EAP for Query in Blackbaud Raiser's Edge NXT®
- 38 Standard Reports for Blackbaud Raiser's Edge NXT® EAP
- 12 Payments Assistant for Blackbaud Financial Edge NXT® EAP
- 6 Ask an All Star (Austen Brown)
- 8 Ask an All-Star Alex Wong (Blackbaud Raiser's Edge NXT®)
- 1 Ask an All-Star Alex Wong (Blackbaud Financial Edge NXT®)
- 6 Ask an All-Star (Christine Robertson)
- 21 Ask an Expert (Anthony Gallo)
- Blackbaud Francophone Group
- 22 Ask an Expert (David Springer)
- 4 Raiser's Edge NXT PowerUp Challenge #1 (Query)
- 6 Ask an All-Star Sunshine Reinken Watson and Carlene Johnson
- 4 Raiser's Edge NXT PowerUp Challenge: Events
- 14 Ask an All-Star (Elizabeth Johnson)
- 7 Ask an Expert (Stephen Churchill)
- 2025 ARCHIVED FORUM POSTS
- 322 ARCHIVED | Financial Edge® Tips and Tricks
- 164 ARCHIVED | Raiser's Edge® Blog
- 300 ARCHIVED | Raiser's Edge® Blog
- 441 ARCHIVED | Blackbaud Altru® Tips and Tricks
- 66 ARCHIVED | Blackbaud NetCommunity™ Blog
- 211 ARCHIVED | Blackbaud Target Analytics® Tips and Tricks
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- Luminate CRM DC Users Group
- 225 ARCHIVED | Blackbaud eTapestry® Tips and Tricks
- 1 Blackbaud eTapestry® Know How Blog
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)
- 1 Blackbaud K-12 Education Solutions™ Blog
- 280 ARCHIVED | Mixed Community Announcements
- 3 ARCHIVED | Blackbaud Corporations™ & Blackbaud Foundations™ Hosting Status
- 1 npEngage
- 24 ARCHIVED | K-12 Announcements
- 15 ARCHIVED | FIMS Host*Net Hosting Status
- 23 ARCHIVED | Blackbaud Outcomes & Online Applications (IGAM) Hosting Status
- 22 ARCHIVED | Blackbaud DonorCentral Hosting Status
- 14 ARCHIVED | Blackbaud Grantmaking™ UK Hosting Status
- 117 ARCHIVED | Blackbaud CRM™ and Blackbaud Internet Solutions™ Announcements
- 50 Blackbaud NetCommunity™ Blog
- 169 ARCHIVED | Blackbaud Grantmaking™ Tips and Tricks
- Advocacy DC Users Group
- 718 Community News
- Blackbaud Altru® Hosting Status
- 104 ARCHIVED | Member Spotlight
- 145 ARCHIVED | Hosting Blog
- 149 JustGiving® from Blackbaud® Blog
- 97 ARCHIVED | bbcon® Blogs
- 19 ARCHIVED | Blackbaud Luminate CRM™ Announcements
- 161 Luminate Advocacy News
- 187 Organizational Best Practices Blog
- 67 everydayhero Blog
- 52 Blackbaud SKY® Reporting Announcements
- 17 ARCHIVED | Blackbaud SKY® Reporting for K-12 Announcements
- 3 Luminate Online Product Advisory Group (LO PAG)
- 81 ARCHIVED | JustGiving® from Blackbaud® Tips and Tricks
- 1 ARCHIVED | K-12 Conference Blog
- Blackbaud Church Management™ Announcements
- ARCHIVED | Blackbaud Award Management™ and Blackbaud Stewardship Management™ Announcements
- 1 Blackbaud Peer-to-Peer Fundraising™, Powered by JustGiving® Blogs
- 39 Tips, Tricks, and Timesavers!
- 56 Blackbaud Church Management™ Resources
- 154 Blackbaud Church Management™ Announcements
- 1 ARCHIVED | Blackbaud Church Management™ Tips and Tricks
- 11 ARCHIVED | Blackbaud Higher Education Solutions™ Announcements
- 7 ARCHIVED | Blackbaud Guided Fundraising™ Blog
- 2 Blackbaud Fundraiser Performance Management™ Blog
- 9 Foundations Events and Content
- 14 ARCHIVED | Blog Posts
- 2 ARCHIVED | Blackbaud FIMS™ Announcement and Tips
- 59 Blackbaud Partner Announcements
- 10 ARCHIVED | Blackbaud Impact Edge™ EAP Blogs
- 1 Community Help Blogs
- Diocesan Blackbaud Raiser’s Edge NXT® Users' Group
- Blackbaud Consultant’s Community
- Blackbaud Francophone Group
- 1 BLOG ARCHIVE CATEGORY
- Blackbaud Community™ Discussions
- 8.3K Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions
- 5.7K Jobs Board