ProDon:Configuration of a Thank-you Letter Integrated to a Receipt

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Introduction

A receipt with an integrated thank you letter is usually generated in two copies. The thank you letter is placed at the top of the sheet and followed by both copies of the receipt.

The main asset of the receipt with integrated thank yous is that it saves paper since a single sheet is sent to the donor (rather than a receipt and a letter on two separate sheets of paper).

On a standard type receipt, the space intended for the thank you letter will always remain the same from one letter to the other. If the thank you letter is shorter than the space available, the remaining space will be blank. Therefore, the receipts are always at the place on the sheet.

On a Word type receipt, the integrated thank you letter is inserted like a merge field predefined in the master document. There is no specific space allotted for the letter in the master document. If the letter is too short, you need to manually insert "Enter" in the writing of the letter to make sure that the receipts are always at the same place on the sheet.

Configuration of the Receipt

Before proceeding with the configuration of the thank you letter, perform the general configuration of the receipt, as the case may be, the configuration of the standard type receipt or the configuration of the Word type receipt.

Configuration of the Thank you Letter Integrated to the Receipt

Creating the Thank you Letter

To modify or create a thank you letter, from the software home page, click on the "Configuration" menu, then select "Receipts thank-yous".

Receipt Integrated 001.png


After clicking on "Receipts thank-yous", the "Thank-you management" window opens.

Receipt Integrated 002.png

A: To modify an existing thank-you, double-click on the thank-you to modify.

B: To create a new integrated thank-you, click on the Button add plus.png button.


After clicking on the Button add plus.png button, the "Add thank-yous" window opens. Go to the "Thank-you" tab.

Receipt Integrated 003.png

C: Name the thank-you.

D: Write the letter.

E: To add the merge fields, right-click anywhere in the blank area of the window. The field is inserted where the cursor is.

F: The buttons


Choice of Thank you Letter to be Integrated to the Receipt


Integrating the Thank you Letter to the Receipt

Standard Type Receipt

WordType Receipt


Document name: ProDon:Configuration of a Thank-you Letter Integrated to a Receipt