Income Taxes> Tax Receipt – Emailing Tax Receipts

Emailing Tax Receipts Batch:

Tax Receipts are emailed out when you select the “Send On Demand Alerts” when publishing.

Emailing Individual Tax Receipts:

Once your receipts have been published, and you wish to re-send or email or just one receipt.  You can go into the payer’s account and email from there.

Steps to Follow:

• Go to Contacts and search for payer
• Select Payer’s Name
• Click on the “Finance” tab
  • Click on the “Receivables” tab
    • Click on the “Tax Receipts” tab
    • Select the “Email” icon to the right of the Tax Receipt you wish to email
    • Choose the Email category from the drop down list, tab off
    • Click the “NEXT” button below the “email body”
    • Click SEND to email out

Emails bounce back/ notifications:

• Emails notifications and bounce backs will appear in the inbox belonging to the email set up in your organization.

Email Reports/ Audit:

The “Outgoing Email” report provides information about emails sent out.

To access:

• Reports
  • Operations
    • Audit
    • Outgoing Emails

Information displayed:

• Sent From: Your organization’s Name
• Sent From Email: Your organization’s email
• Sent to: Contact’s Name
• Sent to email: Contact’s email
• Subject: Email subject title
• Body: Content sent in email.
• Do Not Deliver Before: pre-set date.
• Sent: checkmark = email has been sent
• Fail Count: displays a number representing number of failed outgoing emails
• Last Fail Message: Message describing the failure.
• Created Date:  The date that the email was sent out.