Delay sending out automated tax receipts to preview for errors in spelling and correct to "TRUE DONOR"

As tax receipts are automatically sent out, quite often there are errors in the name. By delaying and offering an option to preview the receipts, corrections can be made including making sure the tax receipt is made out to the TRUE DONOR before sending out. is there a way to delay sending the receipt until after the gift transaction is processed?

  • Guest
  • Jan 26 2021
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  • Jerry Buckley commented
    April 18, 2022 08:38

    It would be great to have the option of automatically being able to mass load opt outs by unchecking the primary check box for emails and checking the inactive box as well as Request no email box on the record when people opt out of emails. Also, it would be great if there was a way to mass load hard bounces and be able to uncheck the primary box and then check the in active box in the record: spider solitaire

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