Altru Ideas

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Back Office sales receipts

There needs to be a way to print or email a receipt when a back office sale is completed. 

We often have people whose transactions are entered in the back office who would like to receive an immediate receipt for their transaction.  Or in some cases, they contact us a day or two later because they need a receipt for an expense report, reimbursement, etc.  Acknowledgments are not a good alternative since the person entering the transaction is usually not the person who does the acknowledgments, and we would like to be able to click a button and just send the receipt so that there is no delay.

  • Shannon Jacobson
  • Nov 28 2018
Marketing and Communications
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  • Laura P commented
    May 26, 2023 13:33

    Please add this. We have run into this issue several times and the lack of parallel functionality in documenting transactions for the patron between front of house and back of house is regularly creating problems

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  • Kell Hayes commented
    November 22, 2022 03:04

    an interim workaround is to go to the payment in the constituent's file, then hit CTRL-P and print to pdf. It creates an extremely basic receipt that you can attach to an email. Clunky though and wouldn't work for large EOY or Annual Fund batches

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  • Andrea Kellner commented
    November 16, 2022 14:09

    I can't vote for this enough.

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  • Katarina Stojakovic commented
    October 08, 2022 01:25

    Please add this!

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  • Carol Radel commented
    June 21, 2019 14:41

    I need this too, badly! And not something that is just in the body of an email. It doesn't need to be on receipt paper or a special printer, but it needs to have all the info that would be on a receipt as if they bought something at a store or any other merchant!

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  • Therese Conturso commented
    June 03, 2019 18:05

    Yes, yes and more yes.

    I have the same issue and would love Blackbaud to consider this feature.

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