I see you have also email the AMS support team on this same topic. I’m going to move your follow-up
‘Okay we may have a problem then. I did a test donation yesterday and I received nothing. No receipt or anything, and looking at the campaign… it says it is enabled.’ to your **
support case 152300**. This way we both can understand more about what testing you did and why you didn’t receive a tax receipt. I will initiate an email to you directly.
As for your other questions:
So there is no way to set a form letter to auto-send when an online transaction occurs? Does it only happen manually?
Theatre Manager does have a Workflow Notification system that will auto-send an email to a staff member when a transaction occurs, like an online donation. The Workflow Notification alerts the staff member that action is required.
Here are details on Theatre Manager Workflow Notification
Creating A Workflow Notification
Online patrons do receive an automatic email confirmation with generic details about their purchase.
There is not an automatic form letter sent to patrons. The manual methods I outlined in my previous reply are what is currently available.