Raisers Edge NXT - Receipt Series

Angela Tuttle
Angela Tuttle
Ninth Anniversary Kudos 3 Name Dropper Participant
in Blackbaud Raiser's Edge NXT®: General Discussions

Hi! We now have access to Receipt Series in NXT. I'm curious to see how others are planning on using it. My thought is a different series for each type of receipt. For instance an IRA series for receipting IRA gifts, use the default series for most gifts. Basically create a series to go with the different receipt types that we have.

Comments

  • Dan Snyder
    Dan Snyder Community All-Star
    Tenth Anniversary Kudos 5 bbcon 2025 Attendee Badge PowerUp Challenge: Product Update Briefing Feedback Task 3

    @Angela Tuttle I like your ideas, but have not had a chance to think deeply about how to use them. I am just happy to be able to confirm they were sent :).

  • Joanne Felci
    Joanne Felci
    Tenth Anniversary Kudos 4 Name Dropper Participant

    @Angela Tuttle - how is using this feature going? I'm starting to research using it for different office locations. Can you set up templates that have different logos? I see email template creation but the PDF template seems to just be a default. What am I missing? I've also been asked to look into Letter Box (I think that was the name) ever used that? Specifically for eReceipts

Categories