Signed Electronically Donation Receipt Made Easy

E signature church donation receipt

to set up electronic receding for a contact pull up their personal information page [Music] verify that their email is valid scroll down to gifs set issue receipt to yes select electronic as the receipt type [Music] this contact is now set up to receive electronic receipts go to giving tap on receipts go to create one-time receipts do a search for the desired contact [Music] there is also the option to search by receipt type as well click search if the gift has already been receded the generate receipt link will display the receipt to create a new one click on create remember once an electronic receipt batch starts the contents of the email and donation receipts which includes the signature and name or title of signatory cannot be changed before sending receipts please double check the subject and content of the receipt email by going to giving [Music] receipts and view sample email [Music] you can also view sample receipt to ensure the donation receipt content is up to date once you are ready tap on create electronic receipt [Music] go to giving tap on receipts click on create annual receipts [Music] select the date range and minimum donor giving total you will see a list of names and receipt amounts for each receipt type click on continue to generate receipts any batches that have not been posted will appear here if you want to generate receipts for any of these open batches then click on these links to post them first [Music] once the step is done you can finish generating receipts by clicking on continue thank you for watching our video on electronic receding electronic receipts are a great way to reduce cost and effort in distributing donation receipts it's an indispensable part of your online church tools for more information visit us at www.sunergo.com and follow us on social media