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Mesa Workflow Template
Send Tax Deduction Receipt for Charitable Donations
Customers may want to receive a tax deduction receipt for their donation purchase. This template sends customers an email receipt when they make a tax deductible charitable donation at checkout. When a customer makes a donation to a tax-exempt nonprofit organization, they can deduct the full amount of their gift as a charitable contribution for federal income tax purposes.
- Step 1: When this happens
- An order is created
- This step is 100% customizable. Change this event, add a step before or after or simply adjust the default settings. Anything is possible with Mesa!
- Step 2: Then do this
- Determine if the order's total tip received is greater than 0
- This step is 100% customizable. Change this event, add a step before or after or simply adjust the default settings. Anything is possible with Mesa!
- Step 3: Then do this
- Send an email to the customer
- This step is 100% customizable. Change this event, add a step before or after or simply adjust the default settings. Anything is possible with Mesa!
Get This Free Workflow Template
Every automation template is easily customized to meet your business needs. Contact our automation experts if you need help getting started.
- “Great app for streamlining processes. The support team were incredibly helpful in assisting with implementation.”
- The Pedla
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- “The customer support team is UNREAL. Answered my questions in a timely manner and went so above and beyond to help me.”
- Primally Pure
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- “Mesa helped me automate tasks that take us a LOT of time. Now, we can focus on more important things for scaling the business.”
- Club de Brodeuses
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