Hi everyone,
I'm new to eTapestry and would really like some direction on recurring gift receipts. In Canada, we need to send receipts for donations within the calendar year. Typically, if a donation arrives online it is automatically issued a tax receipt - this works well. However, if a donor signs on for monthly donations, one receipt is issued for the first gift but then no other receipt is sent (to our knowledge). Ideally, I'd like to consolidate the donations into one receipt to provide to monthly donors annually but can't find resources that talk about the options. I do not believe the consolidated receipt happens automatically, and I suspect a custom receipt would be required that would then need to be populated through a query to determine the donors and their consolidated calendar year giving and then the process run manually. Is this correct? If so, does anyone know what the steps are or where the information can be found?
I appreciate any input and direction! Marilyn
