Choose how one person gets receipts and statements
Set, per person, whether receipts go by email, text, WhatsApp, printed mail or not at all, and whether they get a regular giving summary or a bill for what they owe.
- 1
See the current setting
Open the person. The box “Receipts & automatic mailings” on the left shows Receipts, Giving summary and Bill for open commitments. Click “Change”.
The person's receipt and mailing settings. - 2
Choose how receipts go
“Your usual settings” follows your organization's settings. Or choose Email only, Text only, WhatsApp only, Printed & mailed (they collect under Giving → Receipts to mail), or Don't send receipts.
How this person's receipts go. - 3
Giving summary
Choose Monthly, Every 3 months or Once a year (January) to send them a statement with their gifts and open balances.
A regular giving summary. - 4
Bill for open commitments
Choose Monthly or Every 3 months to send a bill with a pay link while they owe on a commitment.
A regular bill for what they owe. - 5
Their language
Under “How to reach them”, choose the Language: English, Yiddish or Hebrew. Receipts, bills and statements go in that language.
Receipts in their own language. - 6
Save
Click “Save changes”.
Tips
- Sent by email when there's an email on file, otherwise by text.
- “Do not email”, “Do not text” and “Do not mail” always win over these settings.
If something isn't working
The profile says “Receipts are set to go by mail, but there's no address on file.”
Add their address under Contact, or choose another way to send receipts.
They didn't get a WhatsApp receipt.
“OK to WhatsApp” must be ticked and they need a cell phone, and WhatsApp must be set up under Settings → Email, SMS & WhatsApp.