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producing consolidated receipts for individuals that have paid towardsa specific campaign.

Last post 04-29-2009 5:17 PM by Naomi Harding. 4 replies.
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  • 04-29-2009 12:23 PM

    producing consolidated receipts for individuals that have paid towardsa specific campaign.

    We had received monies from consituents for specific campagin that ran over 4 months. These individuals were flagged to receive consolidated reciepts. When we tried to produce the receipts using a consolidated batch and identifying the campaign ID we could not produce the receipts please help me to figure out how to do it right. thanks

    When we use the consolidated receipts batch for regular receipts it pulls the Saluation, Address and Gift amount  information properly, yet when we used the consolidated recipt batch with no changes done to the informaiton being pulled withthe expeption of using selected records using the Campaign query the system did not give the output required. It pulled <<CnAddrSal_Saluation >> field and and <<CnBio_ID>> field we have no idea where that came from.  Trust this helps a little bit.

    Confused

  • 04-29-2009 12:32 PM In reply to

    • Melissa Graves
    • Top 10 Contributor
    • User Since: 2002
    • Posts 1,153
    • Organization: Village for Families and Children
    • Products:  The Raiser's Edge

    Re: producing consolidated receipts for individuals that have paid towardsa specific campaign.

    In order for anyone to help you - you will have to tell us specifically what happened when you tried it.  What do you mean by "we could not produce the receipts"

    Vague questions get vague answers and I assume you want a specific solution.

     

    Melissa S. Graves
    Annual Fund Database Manager
    Pathfinder International
  • 04-29-2009 12:43 PM In reply to

    Re: producing consolidated receipts for individuals that have paid towardsa specific campaign.

    have updated the information on the posting sorry for being vague.

  • 04-29-2009 1:00 PM In reply to

    • Melissa Graves
    • Top 10 Contributor
    • User Since: 2002
    • Posts 1,153
    • Organization: Village for Families and Children
    • Products:  The Raiser's Edge

    Re: producing consolidated receipts for individuals that have paid towardsa specific campaign.

    When you change from per gift to consolidated the fields available to you will be different.  You will need to update and check that the fields are appropriate to what you want.

    Are you using the preprinted receipts or the create an export file option?  I believe this also changes what fields you have available to you and which it may "automatically" add to your receipts.

    Melissa S. Graves
    Annual Fund Database Manager
    Pathfinder International
  • 04-29-2009 5:17 PM In reply to

    • Naomi Harding
    • Top 100 Contributor
    • User Since: 1999
    • Posts 67
    • Organization: Blackbaud, Inc.
    • Products:  Admissions and Registrar's Office 6, The Education Edge, The Information Edge, The Raiser's Edge

    Re: producing consolidated receipts for individuals that have paid towardsa specific campaign.

    Yasina,

    Melissa is correct -- the available fields in consolidated receipts are different than the one per gift options.  Also, on a consolidated receipt generated by the Receipt function in Mail, you will be unable to provide any kind of detailed breakdown.  It is for that reason that several of the clients that I have worked with in the past modify the Format tab of the Annual Statement Report (found in Financial Reports category on the Reports page) to indicate that it should serve as a consolidated receipt for the year.  The nice thing about this report is that it provides detailed breakdown of the individual gifts and totals the receipt amount (tax deductible portion).  If you would like, you can even remove the column that shows receipt numbers for the individual gifts so that your constituents do not have a blank column.  Several clients have built a Solicit Code of Annual Consolidated Receipt only and then exclude those donors from the receipts they run regularly and then group those constituents and run the report above for them at the end of the year.

    I hope that you find this information helpful,

    Naomi

     

    Naomi Harding
    Principal Educational Consultant – Professional Services
    Raiser's Edge, Education Edge, Crystal
    Blackbaud, Inc.
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