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How to update receipt settings on "older" recurring donations?

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  • How to update receipt settings on "older" recurring donations?

    I recently created mobile-friendly receipt sin CONNECT that we are using for donations and events. However, recurring donations that were established before I created the new CONNECT receipts are still getting the old receipt template. Is there a way to change this so that "old" recurring donors get the new receipt without canceling and re-establishing their recurring donation?

  • #2
    Good day @[email protected]

    It is very simple, you need to assign the Receipt which you have created to the Campaign of that Recurring transactions. Once you assigned the custom Receipt to the Campaign, moving forward all installment of that recurring chain will receive the latest receipt.

    How to add custom receipt to the Campaign: http://help.clickandpledge.com/custo...ticles/2450194

    Hope that answers your question. Let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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    • #3
      The problem is that the old recurring donations was setup in the legacy portal and the new receipt was created in CONNECT. Where in Campaign within the legacy portal can I assign a CONNECT receipt?

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      • #4
        Good day @[email protected]

        Ah, in that case we suggest you to wait for new update of Connect which is hopefully out in a month. In the new update, we do have an option to select the receipt you would like to send.

        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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