Is anyone out there doing receipts for pledge payments that contain details such as original pledge amount and total balance paid to the pledge?

How are you creating the receipt so you can get those details?  We're running a Simple Mail Merge through Export and can't seem to find how to get that information out to put on the receipt file.

Any help is appreciated.

Justin Traxler:

Is anyone out there doing receipts for pledge payments that contain details such as original pledge amount and total balance paid to the pledge?

How are you creating the receipt so you can get those details?  We're running a Simple Mail Merge through Export and can't seem to find how to get that information out to put on the receipt file.

Any help is appreciated.

Justin, I run pledge payments through the Mail > Receipt function.  We can include the pledge amount and their balance also.  I use Mail > Receipts > receipt type: Create custom data file (this give a bunch more options of fields to pull).  Under Fields to Include tab, click 'gifts' and  choose "Pledge amount, pledge balance"  We don't include total paid in this letter.  It may be the available under "preprinted fields" > "amount received" - not sure if that's payment amount or a total. 

If you don't want to receipt it through RE, you could try the export button or checking the 'create gift output query' and see if it gives you a query that would work for your export.  I'll have to try the export function in the receipt mode to see what it does - just haven't needed it.

Just some ideas to try.  (As you probably know, if you say 'no' to mark these gifts as receipted" you can test/play with it.  In RE mail, once gift is receipted it won't appear in query for receipting again.)  Best wishes.