OLX Receipts not being marked "Receipted" automatically in batch processing

I was just thinking about this today, since due to COVID we will not be sending out our usual paper acknowledgments, so the ereceipt is the only thing they will receive.


I believe we will have to add a default for  "Acknowledged" and add a date of posting in the batch for this to be automatic.  I know my batches all have "Not Acknowledged" as the default at this point. For those I have already processed, I will need to run them through mail to mark as acknowledged, or update the gift record manually.  


Or in your case, have the default be "Receipted".

There is a difference between a receipt for taxes and the acknowledgement / confirmation email in Online Express.  There is in Raiser's Edge for that matter too, which is why gift records have a set of fields for Acknowledgement letters and a set for Receipts.


I think the assignment of specific receipts to your gifts - when they are pulled into batch and into RE - is done using eReceipts, which is explained in this knowledgebase article.


The difference seems to be that the eReceipt is pretty generic without the ability to customize, and most organizations want something that is friendlier.  If you wanted both, the donor would get two emails after their donation, which might be confusing.


I hope that all makes sense!


Karen