Module 7: Advanced Transaction Workflows
Module 8: Periodic Processing & Data Integrity
Module 9: Utilities & Data Management
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Lesson 6.8 Activity

Practice managing your acknowledgment queues by completing these 3 steps in your FastFund environment:

  1. Review the Print Queue: Navigate to Transactions > Receipts to Print. Look at the list of pending receipts. Click a blue Transaction Reference link to observe how it drills down into the original donation screen, then click Cancel to return.
  2. Preview a Receipt: In the same queue, click the PDF icon located in the Preview column for any donor. A new tab will open showing you exactly how the generated acknowledgment letter will look.
  3. Explore the Email Tool: Navigate to Transactions > Receipts to Email. Click the Envelope icon next to a donor’s name. In the pop-up window, type a brief personal sentence into the Body field using <br><br> to create a paragraph break, click PREVIEW to see your formatting, and then click CANCEL to close without sending.