Jill, In the gift record, next to Letter Code there is a Benefits button. Set up the t-shirt has a benefit and the cost associated with that t-shirt and that will be deducted from gift amount and the receipt amount will change to the difference. Then you can import your receipt code into your letters...

We are having an event soon, and it is a performance. The tickets cost $25, and no part of that is tax deductible. Everyone invited is in the events module. When someone RSVP's and buys 1 ticket what is the correct way to show that they bough one ticket? Here is what I am thinking, Create a Ticket...

Is there a way to add benefits to a gift that's already been committed? Our gifts processor entered the gifts in batch and has already committed them. When she went back into the batch to try to add the benefits to specific gifts, the benefit field is greyed out and not accessible. When she went...

I am in the process of developing different request forms (import, export, query, reports, mail letter, email blast, Add/update/delete records) to organize work flow better , prioritize requests, and more closely follow up with Information System staff on different request Please let me know how do you...

Once the gifts have been committed to RE, you may want to modify the receipt amount/benefits per BB10691: How to track the tax deductible portion of a gift . Hope this helps!

When entering a gift, directly to the right of where you enter the letter code is a Benefits button. When you click on that, it will open a window where you can enter the type of benefit (I usually use the "packaged" names we use for events), the amount of the benefit and a space at the bottom...