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Under the Add or Edit Donor Details section, these fields are auto-populated once an Account is entered in the Donor field. If some of the information is missing, please fill it out otherwise it will not proceed to the next process.
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Set
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Acknowledgement Information
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o Choose the preferred Receipt Channel for the donor to receive their receipt. It could take place through the use of Email or SMS.
o The Receipt Template field on the Set Receipt Information section is populated based on the Default Receipt Template field value of the selected Outreach Source Code record.
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In this section, donors have the opportunity to indicate their preferred method for receiving the receipt for their donation. Whether they prefer an electronic receipt via email, a physical copy mailed to their address, or another option, this allows them to choose the most convenient way to confirm their generous contribution.
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In the Acknowledgment Channel, the donor can choose to receive notifications either via email or traditional mail. These options will be available if the donor account includes an email address or a complete mailing address. Please note that there may be a default setting based on the Acknowledgment Channel preference in the donor's account.
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In the Acknowledgement Template, you can select the proper template for the receipt by searching the templates that you created or available.
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Payment Information Details
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