Creating a Form - Receipt info

Lori Clark · June 2016

I am working on creationg a form for our Golf outing and was wondering if and how I could make the receipt subtract or split out the goods and services so that the gift receipt is for just the charitable contribution.

Thanks!

Faith Murray · June 2016

I don't believe that is an available merge field in the Event Form receipts setup. Sorry - wish it were! On our forms, we simply leave it at "Payment Amount" rather than referencing it as a "donation" - this way it reflects the amount of the charge they will see on their credit card billing statement.

We also send out snail-mail acknowledgements for online donations - we just use the e-receipt as their immediate confirmation - and the snail-mail receipt splits the tax-deductible portion out more clearly for them.

Cathleen Mai · June 2016

I just saw this is the Online Express part of the forum, which I am not familiar with, so not sure if that helps you.

In RE7 if you use the event module you can record the "benefits" under "Prices" there and pull it into the receipt. Otherwise Records/Appeals has the benefit option as well (see attached screenshot). That will pull it into the receipt. You see it on the gift record under benefits then.

Lori Clark · June 2016

Thanks ladies for your help.

Lori

Creating a Form - Receipt info

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