Josh Bloomfield
Previously, the tax region was not defaulting to the correct region in certain circumstances when using the Point of Sale (when trying to default to the customer's tax region). This has been resolved.
Josh Bloomfield
Your donors can more easily access their tax receipts using the new 'My Tax Receipts' menu in their Donor Portal. We group tax receipts together by year.
You must have Tax Receipts enabled in Givecloud in order for this feature to be enabled.
If you haven't already, consider turning Givecloud's tax-receipting on. You can fully customize the template. Givecloud will generate an encrypted PDF that will be instantly emailed to your donor and made available in their Donor Portal.
Josh Bloomfield
We expanded our Tax Receipt feature to optionally issue tax receipts for sponsorship payments.
To enable Tax Receipts for your Child Sponsorship payments, go to Settings & Admin > Sponsorships, and look for the Tax Receipt setting. Be sure Tax Receipts are enabled on your Givecloud account.
-- Thanks Lift Them Up !
Josh Bloomfield
Previously, under certain conditions, the type of credit card used on a transaction wasn't being recorded on your Givecloud orders for easy reference. We've gone through all your orders and fixed it. We also improved tracking moving forward.
Dan Ramdial
It's about time. We know ;) You can now track individual vs organization donations - and more!
To get started, go to Settings & Admin > Account and look for the new Account Types panel. You'll be able to manage the different account types, add some, remove some and choose which ones show up on your payment forms.
You can also map the Account Types over to DonorPerfect's Donor Types to keep everything in beautiful harmony.
NOTE: This feature is only supported on locked website themes. Need your theme updated to support this new feature, contact support@givecloud.co
Josh Bloomfield
You can push the personal message, as well as the entire tribute itself, into the Gift Narrative field.
Check your DonorPerfect Integration settings panel for more details.
-- Thanks to the team at The Living Desert for this one!
Dan Ramdial
Mr, Mrs, Ms, Dr, Prof... Now you can track the donor's title.
To start, go to Settings & Admin > Accounts and find the settings panel for Donor Title.
NOTE: This feature is only supported on locked website themes. Need your theme updated to support this new feature, contact support@givecloud.co
Josh Bloomfield
For POS orders, we improved the Order export to include the user who entered the order. Thanks for the idea, Wendy (& AWMC)!
Dan Ramdial
We fixed an issue that prevented FedEx from returning valid shipping quotes. Prior to this fix, anyone using FedEx may have experienced an issue getting live quotes to display on their checkout screen.
Tim Robertson
We've improved the IP address that is sent to your payment provider when processing payments. Prior to this update, we were sending Givecloud's IP address each time a payment was processed. Now, when possible, we'll pass the donor/customer's IP address to your payment gateway. This allows your payment gateway to better understand the risk factors involved in processing the payment.
Dan Ramdial
These email notification features have been designed to help you automate more of your donor communication.
There are three new notification types:
You can also offset the day when your email notifications are sent to be x days before or x days after the triggered date.
Here's some ideas:
Head to Settings & Admin > Email to start using these new settings!
Dan Ramdial
We've updated our default theme to allow automatically loading a map into each child's profile page. Check Site Design > Edit > Sponsorship for the new setting.
Josh Bloomfield
You can now filter recurring donations by frequency (monthly vs annual, etc)
Josh Bloomfield
We heard you! You can create recurring donations that are NOT AUTOMATIC using the Point of Sale. Simply add a recurring item to the order and process the order with cash or check. Givecloud will create the recurring donation as a manual donation that is not automatically charged. When viewing the Recurring Payment Profile, you can use the gear icon and select "Charge Now" to manually charge ANY recurring profile - even automated ones.
Give it a shot!
Dan Ramdial
We've improved tracking for the 'is sponsored' status of your children.
There's a new setting that allows you to define the number of sponsors required per child before a child is considered sponsored. For example: maybe it takes 4 sponsorships before a child is considered sponsored. Givecloud can properly track that a child is only fully sponsored when that threshold is reached.
Check Sponsorship Settings for more details.