Introduce email receipting (e-receipts)

In Raiser's Edge, we can (and do on a daily basis) send email receipts for donations from a variety of sources (e.g., credit card and cheque payments on paper appeals, direct debit and credit card annual renewals).  I gather this is not possible in BBCRM, which seems like a major backwards step.  We are upgrading to BBCRM next year and it would be fantastic if this basic functionality had been introduced by then.  We send out many thousands of email receipts each year and it would be a major backward step to have to revert to sending them on paper.

  • Guest
  • Nov 17 2015
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) The Wilderness Society Inc (Australia)
Reported Version 4.0
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  • Stephen Mally commented
    November 24, 2015 03:31

    David, this feature would add real value for customers and especially those who are moving more and more to electronic receipting. There are ample organisation who offer this as a choice for donors and more are moving to "being green" and exercising the choice for the donors themselves. BBCRM ought to be able to produce an electronic receipt for those who give offline as well as online. Thanks for raising this item on behalf of many customers!

  • Bernie Maguire commented
    November 25, 2015 03:09

    We are also converting to BBCRM next year.  In our current system (not RE) we have a process that automatically emails receipts to supporters who have been flagged for an email receipt.  This is regardless of the donation channel. Supporters can phone or mail back a donation with a coupon and select to have their receipt emailed .  It is popular with our supporters and reduces our costs. We are very disappointed to find this is not possible in BBCRM.  We would be delighted if this functionality is added next year before we go live.

  • Dylan Moses commented
    December 28, 2015 14:01

    E-Receipts would be great! I hope RDO really takes a hard look at this one. 

  • Shannon Lee-Rutherford commented
    January 17, 2017 19:47

    This should definitely be a part of CRM acknowledgment processes. It is pretty standard with most systems at this point, and considering the sophistication of CRM, and the sophistication of the organizations that use CRM, the possibility of online receipting for all gifts should be a priority.

  • Erika Layfield commented
    18 Jan 18:32

    Yes!

  • Erika Layfield commented
    27 Mar 13:11

    Having the kind of built-in e-receipting process that is part of the traditional donation form, for other form types, would be ideal.  That e-receipt gives enough configuration/merge fields in the set-up to serve as an actual receipt and it integrates nicely with the BBCRM batches/rev records.  No need to re-invent the wheel! You've already created a great option--just roll it out to other BBIS form types!  Maybe this is a seperate idea, but it is equally important to my team. 

  • Guest commented
    28 Mar 00:50

    Note that Blackbaud Pacific have an e-receipts customisation.  Though far from perfect it has proved very useful.  It should be put into the base product, with improvements.

  • Keith Azzopardi commented
    28 Mar 01:59

    Yes! This would be very welcomed by our CRM customers.

  • Gregory Dellas commented
    01 Apr 22:02

    It's great that this idea is back on the table.  Many customers in Blackbaud Pacific are using a 'Feature Pack' built out by BBP to manage e-receipts.  - It would be great to see this as part of core product and if you wanted to reach out to the team at BBP please PM me on Gregory.Dellas@Blackbaud.com.au  - We can share the work we have done, and how it is used, which may expedite an 'in product' launch

  • Brian Soucie commented
    04 Apr 01:14

    UWA uses the BBP feature pack and is in the process of doing some enhancements to the standard functionality. However, it goes without saying that receipts should be configurable OOB to be sent via mail or email, depending on communication preferences at the constituent level, in the same way as marketing efforts.