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Acknowledgements for Recurring Payment Instructions

You can automatically send acknowledgements to donors who set up a Recurring Payment Instruction (RPI), either by email or by mail.

Written by Cristina Gruita

You can send acknowledgements to people who have signed up to make a regular donations or payments to your organisation as follows

Web Widget Setup

Go into Settings and find Web Widgets - you will see under the Transaction Settings that you can choose the acknowledgement you want to send by email or mail for Transactions and Recurring Payment Instructions.

If a donor provides an email address and the widget has an email acknowledgement set up that acknowledgement will be used - otherwise any mail acknowledgement will be used.

If the widget does not have an email acknowledgement set up then any mail acknowledgement will be used.

Sending the Acknowledgements

Under Financial, click Acknowledgements, from there you can download or email the acknowledgements.

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