ProDon:Envoi des reçus électroniques (à traduire)

This documentation requires Prodon's "Electronic Receipts" module. You must have this module to access these features.

Click on the link to consult the training plan Electronic receipts Reçus électroniques

Introduction

The Electronic Receipts module allows you to send receipts by email in bulk.

Before sending receipts electronically, you must first configure the master document and the thank-you note.

To learn how to prepare the master document, refer to this document ce document.

Once you have created the thank-you email, added the transaction, all that remains is to send the receipts by email.

To do this, from the Prodon main page, click on "Batch Processing" menu, then select "Receipts".

Then, this window will open.
A : Select the tab corresponding to the type of receipts to be issued and, if necessary, search or filter (rechercher ou filtrer) transactions so that the active list contains only the receipts to be generated. For example, it is possible to generate all receipts for a specific occasion. To send the receipts, click on the button.	B : Here is the list of receipts to be issued.
C : Once sent, the list of receipts will be found in this tab.	D : Once receipts have been sent, they appear in this tab.
E : If any emails have not been delivered, they will appear here. For more information on how to deal with them, click here (ici).	F : The "Receipts to be calculated" tab contains receipts for which the amount is not yet known. For example, if the sale price of an activity has been established but the benefit has not yet been calculated, it is impossible to know the amount to be entered on the receipt. NOTE: As soon as the amount allocated to the benefit is known, it must be entered in the occasion activity. When this is modified, all transactions relating to this activity will be found in one of the four other tabs. For more information about activities with sale prices, click here. (cliquer ici)

After clicking on the button, the following window will open.
A : Allows you to select the printer that will be used to print receipts.	B : This option allows you to generate all receipts from the active list that was created earlier.
C : This option allows you to generate only the selected receipt.	D : This option allows you to generate one receipt per transaction. For example, if a client has two commitments of $5.00 per month and pays their commitments with a check for $10.00 per month, they will receive 24 receipts for $5.00 for the whole year.
E : This option allows you to generate one receipt per donor. For example, if a client has two commitments of $5.00 per month and pays their commitments with a check for $10.00 per month, they will receive one receipt for $120.00 for the whole year. NOTE : Some transactions cannot be combined on the same receipt. For example, donations in kind or transactions with different benefits. In these cases, Prodon will generate multiple receipts.	F : This option allows you to generate a receipt by payment reference. For example, if a client has two commitments with a check for $10.00 per month, they will receive 12 receipts for $10.00 for the whole year.
G : Allows receipts to be printed by an external company. However, this process is very complex, so it is strongly recommended that you contact Logilys before using it.	H : This is the number of the next receipt to be issued. NOTE: Do not change this number; it is automatically updated each time a receipt is issued.
I : This is the date the receipt was issued. NOTE: By default, today's date is automatically entered.	When all options have been selected, click on "  Generate documents".

Then, this window will open. Click on " I agree " to continue mailing.

This window will then open:
A : Allows you to test the email before mailing it.	B : Allows receipts to be mailed immediately.
C : Allows you to schedule mailing at a later date.

Test Email

Testing the email allows you to validate what will be sent to donors.

If the "Test email" option is selected in the image above, a window will appear, allowing you to enter the address to which the test email will be sent.

Enter the email address to which the test email should be sent.

A : In the subject line of the test email that will be sent, the message "(MERGED VERSION)" will appear. It will not appear in the final email. NOTE : It is important not to click on the receipt link in the test email to avoid marking the email as clicked in the mailing statistics.

Once the email has been tested, the "Receipts to send" tab appears, where the test email will be inserted.
A : The "Receipts to send" tab appears once the test has been completed or emails have been manually resubmitted from the "Send emails" or "Rejected emails" tabs.	B : Allows you to send receipts or retry a test send.
NOTE: Receipts from this tab are sent automatically when receipts from the "Receipts to be issued" or "Consolidated receipts to be issued" tabs are sent.

Send Now

To send the receipt email, simply select the "Send now" option.

A : Select "Send now" to send the email.

This window will then appear. Click "Yes" to continue.

Once receipts have been sent, they will appear under the "Sent emails" tab. The list of receipts sent by email will remain under this tab until the client clicks on the link to view the receipt. You must synchronize regularly to see the clients who have opened the link disappear from the list (they can be found in the history of receipts issued).
A : Allows you to check whether receipts have been opened by the donor. For each mailing for which the link has been opened, the line will disappear from the list and can be found in the history of receipts issued.	B : Allows you to set the email status of the receipt to "Completed by a user". This will remove the selected line from this tab.
C : Allows you to generate paper receipts.	D : Allows you to resend a receipt. It will be possible to use a different email address from the one initially used.
E : Allows you to manually resend a receipt by entering an address different from the original email address.	F : Allows you to view mailing statistics. For more information on mailing statistics, click here (cliquer ici).
G : Allows you to view the electronic receipt that teh donor will see on the web.

Rejected Emails Tab

This tab contains electronic receipts that were not delivered (incorrect address, rejection, etc.).

Once the sent emails have been synchronized, all undelivered emails will appear under this tab.
A : Allows you to view the status of the receipts.	B : Allows you to view the reason for rejection.
C : Allows you to view more details about the code found in the "Email status" column.