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The receipt can be a letter, a postcard, an e-mail message, or a form created for the purpose. Any donations worth $250 or more must be recognized with a receipt. The charity receiving this donation must automatically provide the donor with a receipt.
Add the Email Acknowledgements Button to the Opportunity List View From Setup, click the Object Manager tab. In the list of objects, click Opportunity. Click Search Layouts for Salesforce Classic. In the List View row, click. , then click Edit. Move Email Acknowledgements to the Selected Buttons list. Click Save.
You can create these year-end tax receipts, or annual statements, in Little Green Light and then email them to your donors ing to the instructions that follow.
Go to your Donation Object and add a new donation. Your donation receipt will be generated and emailed within minutes! Now, each time a donation is saved in Salesforce, youll automatically be generating and sending a tax receipt to the donor and saving hours each month.
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