Hello, it's nice to meet you all! I'm Lucy Horns, a new Product Analyst on the TNEW team and I'm working on the self-serve Charitable Tax Receipts feature. While the TNEW functionality is relatively straight-forward in scope, I'd love some feedback about your use cases and business needs.
The feature will be a separate page in the "My Account" area that will allow donors to view, download, and print their tax receipts. Receipts will be viewable as PDFs, and only those receipts you have generated will be available.
Please let me know if you have any feedback about the following specific questions:
If you have any other thoughts or business needs for this page, please let me know!
Hello Lucy,
I see no need to have voided receipts available. Only valid tax receipts should be available for download.
As for Sorting...that makes sense to me. Most recent receipts at the top.