Agency and Donor Document Emailing (v5.0)

Modified on Wed, 20 Sep 2023 at 09:24 AM



Purpose of this document

 

Ceres offers the functionality for emailing of receipts to donors and emailing of orders, invoices, and statements to agencies while providing some flexibility to handle varying email requests. This is in addition to the original manual email capability provided in Ceres.

Ceres Object release 5.00.00 is required for the functionality described in this document. 


 

TABLE OF CONTENTS

 

Overview

 

The following features are available related to the emailing of agency and donor document functionality. 

 

  1. Document Email options for donors and agencies to conditionally receive documents via email
  2. Specifying email addresses on the Donor Card and the Agency Card, designating who will receive document emails
  3. Designating internal group distribution email cc for donation receipts based on the FBC Product Category of the donation order
  4. Sending posted donation receipts and posted agency invoices
  5. Sending donation order confirmations and agency order confirmations
  6. Reports - Donation Summary, Posted Donation Receipt, Batch Email Donation Receipts, and Generate E-Statements

Setup

 

Company Setup

 

In the Company Information setup, you can designate who the various automatic emails are from.

 

1. To access the Company Information, go to Departments à Administration à Application Setup 

    à General à Tasks à Company Information.

 

 

 

  

 

2. On the Communication FastTab, input the email address of the person who you want the emails to be sent

    from.  This can be a generic company email address as long as it is a valid address.

 

 

Agency Setup

 

Agency document recipients and frequency standards are setup on the Agency Card.

 

1. Open the Agency List and select an agency of your choosing. Update the fields on the Address & Contact

    FastTab of the Agency Card.

 

 

Invoice Delivery Email:  Enter the email address of the person who you want the agency invoice emailed to.

 

Invoice Delivery Email cc:  Enter the email address of the person you want to cc when the agency invoice is emailed. 

 

Statement Delivery Email:  Enter the email address of the person who you want the agency statement emailed to.

 

Statement Deliver Email cc:  Enter the email address of the person you want to cc when the statement is emailed.

 

 

Document E-Mail Option:  Select one of the options based on when you want the emails sent.

 

Blank - No Email will be sent.  This indicates that Ceres should print the invoice.

 

On Post Only - Send Email with pdf attachment when the User selects the Post option on the agency order.

 

On Post and Print only - Send email with pdf attachment when the User selects the Post and Print option on the agency order. Ceres will also print the invoice.

 

Batch Posting - Send email with pdf attachment when the User selects the Post Batch option on the agency order list. A pdf version of the invoice will be created and emailed to each agency included in the batch having this option selected.

 

All Posting - Send email with pdf attachment when the User selects the Post or Post and Print option on the agency order, or the Post Batch option on the agency order list.

 

Manual - With Warning on Post - An email will not automatically be sent when the agency order is posted.  Instead a warning will appear during posting letting the user know an email was not sent.

 

Manual – Without Warning on Post - An email will not automatically be sent when the agency order is posted nor will a warning display.

 

Email Statement:  Place a check mark in this field to email a Statement to this agency when the General Email function is run.  This will automatically un-check the Print Statements field and vice versa. Checking the Email Statements does not prohibit you from printing a hard copy of the Agency Statement or Parent Agency Statement.

 

2. To use one of the Document Email Option options, other than Blank, you must have an email  address

    populated in the Invoice or Statement fields.  Ceres will warn you if you try to select an option without an

    email address in the Invoice Delivery Email or Statement Delivery Email field.  

 

 

3. If an agency no longer wants their documents automatically sent via email, set the Document Email Option

    field to Blank, and remove the check mark from the Email Statement field.

 

    

Donor Setup

 

Donor document recipients and frequency are set up on the Donor Card.

 

1. Open the Donor List and select a donor of your choosing. Update the fields on the Invoicing FastTab of the

    Donor Card.

 

 

 

Receipt Delivery Email:  Enter the email address of the person you want the receipt emailed to.

 

Receipt Delivery Email 2:  Enter the email address of the person you want to cc when the receipt is emailed.

 

Receipt Email Options:  Select one of the options based on who and when you want the emails sent.

Blank - No email will be sent.  This indicates that Ceres should print the receipt.

 

On Post Only - Send email with pdf attachment when the User selects the Post option on the donation order.

 

On Post and Print only - Send email with pdf attachment when the User selects the Post and Print option on the agency order. Ceres will also print the receipt.

 

Batch Posting - Send email with pdf attachment when the User selects the Post Batch option on the donation order.  A pdf version of the donor receipt will be created and emailed to each donor included in the batch having this option selected.

 

All Posting - Send email with pdf attachment when the User selects the Post, Post and Print, or the Post Batch option on the donation order.

 

Manual – With Warning on Post - An email will not automatically be sent when the order is posted.  Instead a warning will appear during posting letting the user know an email was not sent.

 

Manual – Without Warning on Post - An email will not automatically be sent when the donation order is posted nor will a warning display. 

 

 

 

2. To use one of the Receipt Email Options, other than Blank, you must have an email address populated in the

    Receipt Delivery Email field.  Ceres will warn you if you try to select an option without an email address in

    the Receipt Delivery Email field.

 

 

3. If a donor no longer wants their documents automatically sent via email, set the Receipt Email Option field 

    to Blank.

 

FBC Product Category Code Setup

 

A Receipt Delivery Email CC field was added to the FBC Product Categories so various staff can be notified for specific types of donor receipts. 

 

1. Go to Departments àFinancial Management à Inventory  à Administration à Setupà Food Bank

    Number Codes à FBC Product Categories.

 

2. Click on FBC Product Categories.  The FBC Product Categories Page opens, as shown below.

 

 

3. You can add the email address in the Receipt Delivery Email CC field for each category code.   When the

    Code is used on a donation order, the recipient will receive a delivery receipt email as a carbon copy when a

    donation receipt is emailed to the donor.

 

Document Email Template Setup

 

Document Email Templates allow for a standardized format where you can enter pre-defined text that is used in the emails that are generated. 

 

1. To access go to Departments à Administration à Application Setup à General à Lists à Document Email

    Templates.

 

  

 

2. A List of the Templates that have been setup will display.

 

 

 

3. Select Home à New to create a new template.

 

4. On the General FastTab of the Documents Email Card, update the fields as needed.

 

 

Type:  Designates the type of Templates.  Click on the down arrow to right of the field to select an option.  There can only be one Template per Type.  

 

Subject Line:  Enter the text that will display in the Subject Line of the email.   The options are Donor Receipt, Agency Order, Agency Invoice, Agency Statement, or Donor Return.

 

5. In the Description field in the Document Email Subform, you can define what will print in the body of the

    email.  The Legend on the General FastTab provides a list of substitution characters that can be used to

    customize the Subject Line and Body text. The actual values of the document fields described in the Legend

    replace the substitution characters (%1, %2, %3, etc.) in the email that is sent.

 

 

For example, %3 (Agency Invoice No.) and %4 (Agency Invoice Document Date) have been used in the Template example below.

 

 

6. Values that can be defined on the various documents are.

 

Donation Receipt:  Donor Name,  Donor Contact,  Document No, and Document Date.

 

Donation Order:  Donor Name, Donor Contact, Document No., and Document Date.

 

Agency Order & Agency Invoice:  Agency Name, Agency Contact , Document No, Document Date, and Shopper Name.

 

  

Workflow

 

Once all the setup is completed, sending emails within Ceres can be completed from agency orders or donation orders based on the receipt email option that was selected in the setup, such as on Post and Print.  In addition, you can send emails via a posted donation receipts or posted agency invoices.

 

1. Navigate to the respective posted documents and open the document.  

 

2. From a posted agency invoice, select Actions à Send Invoice.

 

 

3. From a posted donation receipt, select Actions à Send Receipt.

 

 

 

4. From an agency order you can email an order confirmation from Actions à Send à Send Order

    Confirmation. 

 

 

 

   

5. From a donation order you can email an order confirmation from  Actions à Send Order Confirmation.

 

 

6. Once the email has been sent, a message will pop up indicating as such.

 

 

7. When sending a donation receipt, a signature is appended on the document.  This is possible by importing

    your signature in the Donation Setup Page. 

 

8. To add your signature or logo, go to Departments à Donation à Administration à Setup à Donation

    Setup and click on the Delivery Email FastTab.  Right-click in the signature image box and then click on Select

    Picture.  Browse to the file where the signature is saved and click Open.   The file that was imported will now

    display in the signature box

 

 

 

Reports and Periodic Processes

 

The Emailing Agency and Donor Documents functionality supports the following reports and processes.

 

  1. Donation Receipt Summary
  2. Batch Email Donation Receipts (routine and report) 
  3. Generate Agency E-Statements (routine and report) 
  4. Posted Donation Receipt has been enhanced

 

Donation Receipt Summary Report 

 

The Donation Receipt Summary report displays all the information shown on the posted donation receipt including a signature if imported. 

 

1. To access the Donation Receipt Summary report, go to Departments à Donation à Reports and

    Analysis à Donations Receipts Summary.

 

2. On the Actions Tab, place a check mark in the Summarize by Item field to summarize the report by item.  On

    the Donor Tab, set a Donor No. filter and update the date range specified in the Date Filter field.  Other

    filters can be set based on how you want to run the report.

 

 

 

 

3. Click Preview or Print.  Below is an example of the report.

 

 

   

Posted Donation Receipt Report 

 

1. To access the Posted Donation Receipt Report, go to Departments à Donation à Archive à Posted

    Donation Receipts.

 

2. From the Posted Donation Receipts List, select the receipt you would like to print.  Then select

    Actions à Print.

 

3. On the Options Tab, place a check mark in the Print Company Address field  to print the company address.  

 

 

 

 

4. Click Print or Preview.  Below is an example of the report.

 

 

 

  

Batch Email Donation Receipt Report

 

The Batch Email Donation Receipt report has the ability to send emails as pdf attachments to the donor.  The pdf attachment can be Per Summary or Per Receipt.  For Per Receipt, Ceres will send a separate email for each posted receipt, while the Per Summary option will send a summary of all the posted receipts based on the date range specified.  

 

1. To run the Batch Email Donation Receipt Report, go to Departments à Donation à Order

    Processing à Tasks à Batch Email Donation Receipts 

 

2. On the Options Tab, select Per Receipt, Receipt Summary, or Receipt Summary by Item.  On the Donor Tab,

    set a Donor No. filter and update the date range specified in the Date Filter field. Other filters can be set

    based on how you want to run the report.

 

 

 

 

  

3. Click Preview. Ceres will email the donor multiple donation receipts if Per Receipt was selected, or one

    Donation Receipt summarizing all the receipts if Receipt Summary or Receipt Summary by Item is selected. 

    Regardless of which option is selected, the receipts that were sent and/or summarized will display.

 

Preview of receipts that were included in the Donations Receipt Summary

 

 

                                                                                              

 

Donations Receipts Summary that was emailed

 

 Generate Agency E-Statement Report

 

The Generate Agency E-Statement report allows you to email the agencies their statements, individually or as a batch.

 

1. To run the Generate E-Statement report, go to Financial

    Management à Receivables à Documents à Generate E-Statement.

 

2. On the Options Tab, select options based on how you want to present the Statements. On the Agency Tab,

    set an Agency No filter and update the date range specified in the Date Filter field.  Other filters can be set

    based on how you want to run the report.

 

 

 

  

3. Click OK. Ceres will email the Agency their Statement.

 

 

 

Related Topics

  1. Agency Overview
  2. Parent Agency Overview
  3. Donor Overview
  4. Parent Donor Overview
  5. Agency Order Overview
  6. Donation Order Overview

 

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