The ability to email donor receipts and giving statements can save time and recurring postage. Let us know if you are interested, and we will turn this feature on for you.
To prepare for using the email feature, you will need to go to the Donor's record and make sure they have a valid email address entered in the "Email Address" field.
They do NOT have to have the Email Receipt Requested box checked on their Donor record.
Steps to email a Giving Statement from the Donor's record :
1 - In the Actions box, click "Email Statement".
2 - Enter the date range and click OK.
3 - Click OK on the pop up Information window.
This is a sample email of a Donor's Giving Statement.