1

When importing contributions I would like receipts to go to the contacts that made the payment. What is the best approach to make this happen?

1 Answer 1

1

You could import and tag or add to a Group, then find via Adv Search (filter by Group/Tag plus date of donation) but set to 'Display as Contributions, then use the Actions to trigger Print or Email Contribution Receipt which is described thus:

You may choose to email receipts to contributors OR download a PDF file containing one receipt per page to your local computer by clicking Process Receipt(s).

4
  • How do you Tag on Import Contributions? For Import Contacts it works OK. Oct 17, 2021 at 14:39
  • no way to Tag on a Contribution Import. Suggest you add a custom field to Contributions. Add a column to your data import to put in that custom field. then you can do a search in civi, find contacts with a contribution with the custom data, and then Tag those contacts.
    – petednz - fuzion
    Oct 17, 2021 at 21:16
  • 1
    I have looked at that. It opens a new can of CiviCRM worms, I'll learn in due course. Only two years experience so far!!! We do not have a website for members. All being done by separate payments via the bank that gives us payment info. Oct 19, 2021 at 15:46
  • not sure which can of worms you found - worms in tomato sauce? worms and meatballs?
    – petednz - fuzion
    Oct 19, 2021 at 18:22

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.