Customize Tax Receipts or Attach to Email | Voters

Customize Tax Receipts or Attach to Email

planned

Brandi Altesse

An idea/suggestion for customizable tax receipts or Emails that the receipts can be attached to?

People get a lot of email, so we would prefer to send them just one email with all this information but include custom detail that is specific to their giving experience.

July 10, 2023

Josh Bloomfield (CEO)

marked this post as

planned

We've cleaned up the long confirmation number. You are right - that was horrible 🤦🏻‍♂️

We are working on attaching the tax receipt to the acknowledgement email with an improved tax receipt template.

Matthew McGee

Yes, we would also like additional customization around the number and content of emails. Currently we would like to be able to turn off or modify all of the "Experience" confirmation of gift email that goes out with a long messy confirmation number in it.

On our Items, I have chosen to turn off both the tax receipt and acknowledgement emails and created on custom email to be sent and I was able to include the product name in the body of the email. I am still not able to include the product name in the pdf that gets created for a receipt.