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consolidated receipts
If a receipt is produce for a consolidated gift entry in error how do we resolve this issue using the reverse and reissue function in RE?
Posted to
Forum
by
Yasina Raghavji
on 11-12-2009
Re: Receipting Multiple Batches
My first guess is how the batch numbers were searched by the software. Some programs/software settings seem to sort 210 as greater than 1900. I guess looking only at first digit. If that's the situation, any batch # greater than 19 may have been read. :-) Have seen this happen when I've sorted...
Posted to
Forum
by
JoAnn Strommen
on 11-04-2009
receipting multiple batches
I just attempted to post the following question in the "Export/Mail/Reports" section and I got a message about how the question needed to be approved by a moderator. I have never gotten that message before. Anyhow, I'm hoping that posting this question generally, rather than specifically...
Posted to
Forum
by
Rose Orr
on 11-04-2009
Receipting Multiple Batches
I attempted to run receipts in a range, that is: I asked for all type X receipts with batch # greater than 1900. I expected to get about 75 receipts and instead I got 110. Those extra receipts were from 5 or more years ago and they weren't even the type that I was asking for. Ultimately, it took...
Posted to
Forum
by
Rose Orr
on 11-04-2009
Re: Receipt with pledge details
[quote user="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...
Posted to
Forum
by
JoAnn Strommen
on 11-03-2009
Receipt with pledge details
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...
Posted to
Forum
by
Justin Traxler
on 11-03-2009
Re: Have consolidating receipting all year round and now want to issue one receipt and need to flag over 200 records as not receipted from donot receipt
Your message subject and message text as I read them present two different problems. Issue 1: Do you want to issue one reciept for a particular gift or process consolidated receipts? Do you want to change 'consolidated receipts' to 'one receipt per gift'? Issue 2: Do you also need to...
Posted to
Forum
by
JoAnn Strommen
on 10-26-2009
Event Wrap Up Mailing / Tax Receipts
Hi - My organization is reworking the way we send out our tax receipts for events. I was wondering if anyone had any suggestions. We used to send out a tax letter every time we received a donation regarding an event but it was starting to get too messy. During the course of our events we can receive...
Posted to
Forum
by
Ashley Dolloff
on 10-21-2009
Designated Printer
We have a wide variety of letters in our mail/receipts tab. For reasons I can't understand, some will print to the right printer tray and some won't. ie) We have an event that runs every Sept. and when I go through the process to print those receipts (which can be 100s of receipts), the letters...
Posted to
Forum
by
Rose Orr
on 09-11-2009
Matching gifts acknowledgements
Hi all, This may seem very obvious but I wanted to run it by all of you. At my previous job, they never acknowledged or receipted matching gifts. I have no idea why but it had always been done that way. Now that I'm getting some coming in, I am questioning how to treat them. The matching gifts are...
Posted to
Forum
by
Chris Parrish
on 09-04-2009
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