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 (e.g., cash, check, credit, etc.). This article will show you how to use the new feature.

How it works

Select the "+Add New" button from the upper left corner (on any page) in Kindful's main menu. You will then select "Transaction" from the drop-down menu that appears. Afterwards, a new "Create Transaction" window will appear. In this window, after you enter the contact name, you will see a checkbox labeled "Send receipt to contactemail@example.com." By default, the box is checked. Uncheck the box if you do not want this donor to receive an automatic email. 

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

Note 2: If the contact's communication preference for "Billing acknowledgment" 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 selected in the Campaign's settings, your organization's default template will be sent instead.

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 checkbox will appear saying, "Send receipt to contactemail@example.com."

    Add_New_-_Transaction.png

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