"Receipts & Acknowledgements" Articles:
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Causeview's integration with iATS allows you to easily manage and update your recurring donations. This includes updating...
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How To: Change Sender Email Address for Email Acknowledgements
The sending email address ("From" email address) can be changed for email acknowledgements...
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How To: Create a new Letter
A Letter in Causeview is a set of additional merge fields used to change the content of an email acknowledgement. Email acknowledgement...
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How To: Void a Receipt
It is always best practice to void receipts for transactions where a refund or a payment adjustment has been made. It also advisable...
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How To: Re-send an eCard for Tributes
Search for the constituent who made the online donation and navigate to the constituent’s record.
Then hover...
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How To: Create a Consolidated Receipt
1) Set receipt preferences when creating a gift
2) Create a consolidated receipt
a) Filter payments
b...
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Causeview allows you to issue a single receipt manually for an individual transaction. This can be extremely useful if, after the donation is made, the constituent...
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Causeview offers you the ability to create both online (digital) receipts and offline (printed) receipts, allowing you to automate the complex acknowledgement...
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