New transaction tag alert! You can now add the tag #FR_NOT_TAX_DEDUCTIBLE to a transaction to hide it from the Yearly Donation Summary email.

You can add the tag to the giving form or to an individual transaction via the transaction profile. 

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In the Giving Form Editor:

  1. Under Settings, scroll down to Tags.

2. Under Transaction Tags, type in #FR_NOT_TAX_DEDUCTIBLE

3. Click "Save".

Now every transaction processed through this giving form will be tagged with #FR_NOT_TAX_DEDUCTIBLE.

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For an Individual Transaction:

  1. Click on the green dollar amount anywhere in platform to surface the transaction profile.

2. Navigate to the Transaction Details card, and type in #FR_NOT_TAX_DEDUCTIBLE  under the "Tags" field. 

3. Click "Save"

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Please Note: This tag modifies the text of the transaction receipt email. 

Here's an example of a receipt when the tag is present:

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