Does Sumac automatically receipt online donations? How do I set this up?

If you are using Sumac for online donations, Sumac can automatically receipt online donations. When someone donates online, Sumac will send the donor an email confirming that the donation was received and will send the donor's receipt as an attachment to that confirmation email.

Automatic receipting and online donations requires Sumac Web Forms.

If you're interested in learning more, contact our team today!

To make this work:

1) You will need two templates:

a. You need to have a PDF receipt template. You can create your own, or you can just use the one on we have on our Support Portal here: Sample Templates for Letters and Receipts. You can customize our PDF template to include your own logo, fonts, body text, etc., but otherwise the rest of the receipt template is all set up for you!

b. You need to have an HTML template for the confirmation email message body. Usually, this is just a quick message to indicate that you received their donation and that their receipt is attached. Learn more about our built-in Template Editor here.

2) Once you've created your PDF receipt template, you need to save it in the database. This is done in Field Values.

a. In your Sumac console, expand Utilities, Customize Database, then click Field Values.

b. Choose the Area: Donations, then click the Field Values: Files. Click New.

c. Enter a description - a name for this file - and click "Choose File" to select your PDF receipt template. Click OK to save the template in the database.

3) You need to specify that you want Sumac to send PDF receipts in your database Preferences.

a. In your Sumac console, expand Utilities, Customize Database, then click Preferences.

b. In the Preferences window, click the Donations tab.

c. At the bottom of the Donations tab, there are a few fields you need to enter: a "from" email display name (e.g. Jane Smith), a "from" email address (e.g. jane@mycharity.org), an email donation confirmation email message template (choose the confirmation message template), the email donation receipt template (choose your PDF receipt template), and specify which Donation Type Sumac should use for online donations (e.g. "Online").

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