Configure Automatic Receipt Emails
PowerWorker Engage can automatically email generated receipts to donors. Automatic receipt emailing is configured from the Default Configuration record.
To configure automatic receipt emails:
Navigate to Settings > Configurations.
Open Default Configuration.
Select the Receipting tab.
Set Generate PDF Receipt to Yes if a PDF receipt should be generated.
Set Send Receipt Automatically to Yes.
Select the Default Queue.
Select the Default Single Donation Receipt Email Template.
Select the Default Annual Donation Receipt Email Template.
Save the configuration.
When Send Receipt Automatically is set to Yes, the associated email configuration fields are displayed and must be configured before the record can be saved.
When Send Receipt Automatically is set to No, receipt emails are not sent automatically.
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Automatically Send Receipt Emails
When Send Receipt Automatically is enabled, PowerWorker Engage automatically sends the generated receipt email using the configured receipt email settings to the contact whose receipt preferences iset as Email or Both.
For a single donation, the receipt can be automatically emailed when the transaction is completed.
Annual receipt emails are sent using the configured annual receipt email settings when the Annual Receipt process runs.
The sent receipt email can be reviewed from the donor's Contact Timeline.
When Automatic Receipt Emailing Is Disabled
When Send Receipt Automatically is set to No, completing a donation transaction still creates a receipt.
The receipt can be opened from the transaction and a PDF can still be generated when PDF receipt generation is enabled. However, the receipt is not automatically emailed.