Configure Your Email Cover Letter

Julianne Manning -

The Email Cover Letter is what your donors will see when you email their tax receipts. You can configure this section and then below your donors will see a link to their Tax Receipt.

 

To configure your email cover letter, click on the Reports tab, then Tax Receipts from the left-hand side menu, and then click on Configure Email Cover Letter.

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On this page, you can edit the Subject line for your email. The default will be the name of your organization along with the year that you are issuing a receipt.

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 You can also choose to update the body text by clicking within this field and applying your changes.

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Lastly, you can add a Signature Image by clicking on Choose File.

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Also, on this page, you can see a preview of your email cover letter. Save all your changes at the bottom of the page.

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To watch a demo, please click on the video below.

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