Making Donation Thank-You Letters

Step 1: Search for contribution records you want to generate a receipt for

  • Navigate to: Contributions > Find Contributions
  • Select your search filters and click search
     

Step 2: Select recipients

  • Select records for which you want to generate a receipt. You can select all as-well.
  • Click the actions menu and select “Thank you letters for contributions”

Step 3: Make and send letters

  • Select your grouping options (use line break as the separator if you are grouping contributions)
  • Select whether to create PDF or send email (emails will include PDFs)
  • Select template
  • Click “Thank-you letters Print or Email”