Hello,
We are looking to transition from paper to electronic tax receipting. It won’t be an immediate transition as we are just receiving the Mail2 integration with Tessitura.
Our online donations receive an electronic tax receipt through a third party, however, I would like to be able to issue electronic tax receipts and thank you letters directly from Tessitura.
If anyone has any input or background with this sort of change over, please tell me about your experience.
Thanks so much,
Tess
Hi Tess
Have you worked this one out? We are wanting to send receipts via email too and need to run a merge via outlook I'd expect. The merge process is simple enough but we need to add an attachment.
Cheers Dee