How do I send receipts to members for their donations / gifts?

Flocknote People

This guide showcases add-on features available only for those subscribed to Flocknote People. If you would like to learn more about these exciting new features, visit 🎉

Did you know that you can now email a receipt for every donation/gift? Whether you're doing a large batch, importing a spreadsheet of gifts, or adding an individual gift, you have the option to send receipts when needed –– pretty spiffy! 😎 Please note: If you're not sure how to add a donation/gift, check out the article at the bottom of the page for more details and return back here to learn about receipts.

Email receipts include the dollar amount, fund(s) assigned, network name, date, and any memos added

Who receives these email receipts? 

If a member is in a household, the receipts will be emailed to the Heads of Household (if there are several, each Head will receive an email). If the member is not in any household, they will receive the receipt directly. 

To email a receipt when adding an individual gift:

  1. Click the "Add a gift" from the "Giving" tab of a member's profile.  
  2. Fill out the info you need and be sure to select the "Send an email receipt" box.
  3. Click "Save" and we'll handle the rest! 

To email a receipt when adding a batch of gifts: 

  1. Go to the "Giving" section on the lefthand sidebar. 
  2. Click the "Add gifts". 
  3. Click the blue "Enter a batch" button.  
  4. Create your batch and then click the green "Complete" button. This will prompt a popup that allows you to select "Email heads of household gift receipts". 

To email a receipt when importing a spreadsheet of gifts: 

  1. Go to the "Giving" section on the lefthand sidebar. 
  2. Click the "Add gifts". 
  3. Click the gray "Import a file" button.  
  4. Import your spreadsheet and use the top row to label what each column represents.  
  5. Be sure to select the "Email heads of households gift receipts" checkbox.  
  6. Click the green "Import" button and you're done! 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.