Automatically Receipt Manually Entered Transactions

Kindful allows you to automatically send an emailed receipt to a donor whose transaction is entered manually through the "add new" button (think cash, check, etc.). This article will show you how to use the new feature.

How it works

When selecting "transaction" from the "add new" button in the upper left corner of any page in the Kindful admin, a transaction menu will appear as normal. In this menu, after you enter the contact name, you will see a check box labeled "send receipt to contactemail@example.com." The box is checked by default. If you wish this donor to not receive an automatic email, uncheck the box. 

NOTE 1: This feature is also available during batch transaction entry.

NOTE 2: If the contact's communication preference for "Billing acknowledgement" is set to "No," the emailed receipt would not be sent, and you will not see the checkbox. 

NOTE 3: This feature sends the template used in the selected Campaign's settings menu under, "Default Campaign Transaction Receipt Emails." If no template is is selected in the Campaign's settings, your organization's default template will be sent. 

Steps

  1. Click the "add new" button from the upper left corner of any page.
  2. Select "transaction" from the drop down menu that appears.
  3. Enter the contact's name, and a check box will appear saying, "send receipt to contactemail@example.com".

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  4. After entering all required transaction information, click "create" at the bottom right of the menu. This enters the transaction into the database, and sends the receipt automatically.
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