Allow donors to print itemized total year giving from the Donor Self-Service Center

In the Donor Self-Service Center, there is a link to view billing history and then download billing history. The "download billing history" link could be improved so that donors can use it as a total-year-giving tax receipt.

  • Guest
  • Dec 30 2015
  • Reviewed: Voting Open
LO - Current Gen / New Feature
Area of the Product Donations
Org/Company Name The Carter Center
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  • Ken Cantu commented
    January 05, 2016 17:55

    Hi Kerry,

    This request is specifically to add this to Service Center which I think is a good idea however we do have a few other options for you to try for this tax year.

    1) We just created the ability to create and send an annualized receipt for recurring gifts in the September release. You can view details here https://www.blackbaud.com/howto/luminate-newfeatures.aspx#receipts

    2) Also, there is a link called Receipt Request which isn't in Service Center but it's a link you can put into an email to send to your clients and then they can request all receipts for the year. Here is Community post about it.

    https://community.blackbaud.com/forums/viewtopic/1/992?post_id=15771#p15771

    Thanks for submitting your idea!

    Ken

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