Do not want Honoree to receive payment invoice for Donor

  • channing meyer
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2 years 1 month ago #150217 by channing meyer
Hello OSTeam:
Our client likes the Dedication function especially if the information can be added to the export CSV file. 

We have the "Generate Invoice For Paid Donation Only" activated.
We have the Honoree being sent an email telling them a Donor has made a donation in their name.

1. The Honoree is also receiving the the invoice that the Donor receives.  This should happen as it is the receipt for the Donor and, we do not tell the Honoree the amount donated.

2. Anonymous Donor. I understand this is for the administrator to see and make sure they do not post their name publicly. But, if they select the Anonymous choice in form, unfortunately, this does not allow for an email to the Honoree to not show the Donors name unless there was a second Anonymous email layout the admin could configure and a way when someone selected the Anonymous choice, it would trigger that Anonymous email.

Thank you OSTeam for your consideration and great work.
Channing

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2 years 1 month ago #150221 by Mr. Dam
Hi Channing,
1. You don't want the invoice to be sent to honoree?
2. You want to mention to the name of donor is showing in Honoree's email even the donor already select "Anonymous donation", right?
Thanks
Dam

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  • channing meyer
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2 years 1 month ago #150241 by channing meyer
1. Correct. No invoice to the one honored.
2. If the Donor is anonymous, I would imagine the donor's name should not be in the email. Therefore, it seemed that another email template might have to be created unless somehow the name tag can be altered.

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