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
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