You can now add pdf receipts to your receipt emails, track recurring donors, and gain access to converted currency amount data. Read on to explore each of these new and exciting add-on functionalities to our features. How to Add a PDF Receipt to Donor Emails on Donorbox Donorbox lets you attach your yearly donation receipt…
You can now add pdf receipts to your receipt emails, track recurring donors, and gain access to converted currency amount data.
Read on to explore each of these new and exciting add-on functionalities to our features.
Donorbox lets you attach your yearly donation receipt as a PDF to yearly receipt emails.
To add a PDF receipt, follow the below simple steps –
Here’s an example of how the PDF receipt will look like when downloaded.
Start Sending PDF Receipts to Donors
You have the option to download these PDF donations receipts for donors and send separate communication pieces if you want to.
You can filter recurring donations by date as well as by failed, active, paused, and cancelled donations. To use this feature, on your Donorbox dashboard, select “Manage” and click “Recurring Plans”.
To sort by failed, active, paused, and cancelled donations, select the “All Statuses” dropdown as shown below. You also have filters for “Start Date”, “Last Donation Date”, and “Next Donation Date” to find recurring plans according to specific dates.
For organizations that take donations in multiple currencies, we added a “Converted Amount” and “Converted Currency” columns in the CSV export.
When a USD based Stripe account takes other-currency payments, Stripe converts the amount from that currency to USD. The USD amount is the actual amount that the account will receive. When you export donations, there will be an additional column with the converted amount. The converted amount now appears in your Donorbox dashboard as well, as shown below.
We hope these new features will make your fundraising process even more streamlined. Happy fundraising!
Raviraj heads the sales and marketing team at Donorbox. His growth-hacking abilities have helped Donorbox boost fundraising efforts for thousands of nonprofit organizations.
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