A thank you email with transaction information is sent automatically for memberships entered through a membership page. You can edit this thank you email on the Thank You Message tab. Thank you emails are edited using the Email Editor and you can watch the video here.
If you need to recover the automatic email that was sent, you can find a copy in the Reports module, on the Thank You Emails grid.
The grid displays the name of the constituent, date of the Gift (or transaction), the type and amount to help you locate the record. Click on View in the Email Content column.
This will open the email and scrolling to the bottom of the message (be sure to use the outside scroll bar) you can click the Re-Send button to send the message again to the same email address.
For manual receipts, you will use the Mail Merge feature on the Membership grid. A membership acknowledgement letter or receipt must first be created in Mail Merge GM Templates. You can learn more about creating membership mail merge letter templates here.
To send a single letter, locate the Mail Merge column with the envelope icons. Click on the envelope icon on the row of the constituent you wish to send the letter to. Or, if you wish to send to several members, filter the list and use the Actions menu and select Print/Email Mail Merge. Both options will open the mail merge window to allow you to choose the letter and delivery methods. For more information about sending mail merge letters, see this article: "How do I acknowledge a membership transaction?"
