eReceipt amount does not equal amount paid

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I apologize if this has been answered dozens of times already but I cannot find an appropriate solution, even with help from support, so I'm hoping this community can help. I have set up the use of eReceipts, and in that setup I've used the insert field called <Gift Amount> for the amount of the receipt. The problem with this is if the person makes a pledge to be paid by installments, and also makes the first payment, then they get a receipt for the pledged amount, not for the paid amount. Obviously this is a problem, and yet I do not see any reference whatsoever to something like <Payment Amount> or equivalent.


Ideally, if there is no insert field available to accomodate this need then what I'd like to see is a change to prevent the creation of an eReceipt for partially paid pledges.


Or is there some sort of workaround?


Thanks for your input.
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  • Grant Andrews:

    I apologize if this has been answered dozens of times already but I cannot find an appropriate solution, even with help from support, so I'm hoping this community can help. I have set up the use of eReceipts, and in that setup I've used the insert field called <Gift Amount> for the amount of the receipt. The problem with this is if the person makes a pledge to be paid by installments, and also makes the first payment, then they get a receipt for the pledged amount, not for the paid amount. Obviously this is a problem, and yet I do not see any reference whatsoever to something like <Payment Amount> or equivalent.


    Ideally, if there is no insert field available to accomodate this need then what I'd like to see is a change to prevent the creation of an eReceipt for partially paid pledges.


    Or is there some sort of workaround?


    Thanks for your input.

    Hi Grant,

    I suggest you create a query to pull cash & pay cash donations and use this query to run your ereceipts. This will eliminate receipting the full amount of the pledge. Also, instead of Gift Amount use Receipt Amount field so you can receipt your donors with the currency that they want to be receipted.


    Leigh
  • Grant - You should be able to use the "if/then" merge fields to split out content specifically relating to the installment(s), including first payment. You can use Gift Amount for total amount of gift, then use the if/then fields shown below to continue the verbiage for clarifying what initial gift actually is for those setting up installments.
    dc04d8878648b1de5e65e3b56ccc6f09-huge-in

     

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