Simplified sending e-receipts

Tatiana Salazar

My organization has just converted to RE 7 and RENXT and basically everything is new to us. Our old system was very straight forward and streamlined when it came to sending e-receipts to donors who wish to only receieve their acknowledgements/receipts to their email (to cut back on paper waste, they still receieve mail appeals) With this old system, when you are finished with a batch you close it (or commit for RE users) and then you can click 2 buttons to get your receipts out. 1 that is "send receipts/acks" and 2 "send e-receipts/acks" very straight forward no extra thinking. We currently have about 4,000 donors who wish to have e-receipts sent to them rather than snail-mail. this is including possible inactive donors/deceased etc...


Now being new to RE 7 and having very little in depth training with sending mail, I was completely lost. Everything is a 20 step process and 500 queries later and several error messages and RE7 crashing at one point...is there any simplified way RE7 can excute these e-receipts? (side note: i was able to send 1 test e-receipt to a collegue and it was perfect, looked great, but as i tried to send a small batch of e-receipts, sh*t hit the fan. RE7 crashed and now i can't even login) I feel like this should be something RE7 should have figured out by now... streamlining the process of sending acknowledgements/receipts WITHIN a batch.

Brenda Heyer 2

Hi Tatiana,

I am more than happy to walk through your process with you.

You can send me a direct email at brenda.heyer@ifcj.ca and we can set a time to discuss.

Brenda