Difference between revisions of "ProDon:Processing Receipts to be Issued"
Line 50: | Line 50: | ||
== Processing of Receipts to be Issued == | == Processing of Receipts to be Issued == | ||
− | This operation consists of | + | This operation consists of issuing receipts following the transfer of the donation transactions. In "Batch processing: Receipts", the transactions for which there are receipts to be issued are displayed in the active list. |
− | |||
+ | <br> | ||
{| cellspacing="1" cellpadding="1" border="1" width="50%" class="wikitable" | {| cellspacing="1" cellpadding="1" border="1" width="50%" class="wikitable" | ||
|- | |- | ||
− | | colspan="2" | [[Image: | + | | colspan="2" | [[Image:Processing Receipts to be Issued 002.png]] |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Get positioned on the tab proper to the receipt type to be issued and if need be, search or filter the transactions so that the active list only contains the receipts to generate. For instance, it is possible to generate all the receipts of a specific donation occasion. | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Get positioned on the tab proper to the receipt type to be issued and if need be, search or filter the transactions so that the active list only contains the receipts to generate. For instance, it is possible to generate all the receipts of a specific donation occasion. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">B: </span>'''If it is necessary to create envelopes or labels for the receipts, it is important to do it '''<u>before</u>''' generating the receipts; because once the receipts are generated, the list will no longer be available. | + | '''<span style="color: rgb(255, 0, 0);">B: </span>'''If it is necessary to create envelopes or labels for the receipts, it is important to do it '''<u>before</u>''' generating the receipts; because once the receipts are generated, the list will no longer be available. |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">C: </span>'''Click on the [[Image: | + | '''<span style="color: rgb(255, 0, 0);">C: </span>'''Click on the [[Image:Button Generate transfer.png]] button to begin the production of receipts. |
− | '''NOTE: '''If the '''''Word'''''receipts are used, it is important to close '''''Word''''' before continuing. | + | '''NOTE: '''If the '''''Word''''' receipts are used, it is important to close '''''Word''''' before continuing. |
| width="50%" | | | width="50%" | | ||
Line 75: | Line 75: | ||
<br> | <br> | ||
− | {| cellspacing="1" cellpadding="1" border="1" | + | {| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 516px; height: 521px;" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
+ | After clicking on the [[Image:Button_Generate_transfer.png]] button, this window opens. | ||
+ | |||
|- | |- | ||
− | | colspan="2" | | + | | colspan="2" | [[Image:Processing_Receipts_to_be_Issued_003.png]] |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Allows you to select the printer with which the receipts will be printed out. | ||
+ | |||
| width="50%" | | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">B: </span>'''This option allows you to generate all the receipts of the active list that has been created earlier. | ||
+ | |||
|- | |- | ||
| width="50%" | | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">C: </span>'''This option allows you to generate the selected receipt only. | ||
+ | |||
| width="50%" | | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">D: </span>'''This option allows you to generate a receipt per transaction. For example, if a client has two commitments of $5.00 per month and that he or she pays these commitments monthly with a $10.00 cheque, this client will receive twenty-four receipts for $5.00 throughout the year. | ||
+ | |||
|- | |- | ||
| width="50%" | | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">E: </span>'''This option allows you to generate one receipt per donor. For instance, if a client has two commitments of $5.00 per month and he or she pays these commitments monthly with a $10.00 cheque, this client will receive one receipt for $120.00 in the year. | ||
+ | |||
+ | '''NOTE: '''Certain transactions can not be combined on the same receipt. For example, the gifts in properties or transactions with different advantages. In these cases, '''''ProDon''''' will generate several receipts. | ||
+ | |||
| width="50%" | | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">F: </span>'''This option allows you to generate one receipt per payment reference. For example, if a client has two commitments of $5.00 per month and he or she pays these commitments monthly with a $10.00 cheque, this client will receive twelve receipts for $10.00 throughout the year. | ||
+ | |||
|- | |- | ||
| width="50%" | | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">G: </span>'''Displays the receipts onscreen before printing them out. This option is strongly recommended, since it allows you to verify the receipts before printing. | ||
+ | |||
+ | '''CAUTION: '''Do not forget to print out the receipts after the onscreen verification. | ||
+ | |||
| width="50%" | | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">H: </span>'''Allows you to print out the receipts directly. | ||
+ | |||
+ | '''CAUTION: '''This option does not allow you to verify the receipts before printing. | ||
+ | |||
|- | |- | ||
| width="50%" | | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">I: </span>'''Allows you to have the receipts printed by an external company. However, this process is very complex; it is therefore strongly recommended to contact '''''Logilys''''' before using it. | ||
+ | |||
| width="50%" | | | width="50%" | | ||
+ | '''NOTE: '''There are two receipt formats available: the '''''Word''''' receipts and the standard receipts. For the '''''Word''''' receipts, it is not necessary to save the result of the merge; because it is possible to generate it again. To learn how to configure the receipt formats, click here. | ||
+ | |||
|} | |} | ||
<br> | <br> | ||
+ | |||
+ | '''CAUTION: ''' | ||
<br> | <br> |
Revision as of 10:21, 7 September 2011
Introduction
Following the transaction transfer, it is possible to issue receipts for each transaction. The issueing of receipts can be done for the entire transactions or for a part only.
Diagram
Receipt Types
There are five different receipt types: The "Receipts to be issued", the "Annual receipts", the "Receipts with thank-yous", the "Annual receipts with thank-yous" and the "Receipts to be calculated".
Processing of Receipts to be Issued
This operation consists of issuing receipts following the transfer of the donation transactions. In "Batch processing: Receipts", the transactions for which there are receipts to be issued are displayed in the active list.
CAUTION:
Document name: ProDon:Processing Receipts to be Issued