These records will be noted in a separate exceptions file that can be downloaded along with the other two files. NOTE: When selecting either the CSV or PDF options above, receipts will NOT be generated for Contacts who do not have a complete mailing address. Selecting this option will prompt you to enter a return address, if desired, to print on the envelopes as well. Download PDF: This option will generate two PDF exports, one with receipt letters to print and another that is formatted to allow you to print addresses directly on a standard mailing envelope.The CSV will contain all of the address fields needed to print mailing labels from a program like Microsoft Excel.
Download CSV: This option will generate a separate CSV file to download along with the PDF of your receipts.Use this to generate JUST receipt PDFs, with no option to print address labels or print on your envelopes. No envelopes: This option is selected by default.Margins: Standard margin sizes are already set by default, but you can override them by checking the “Use custom margins” box and inserting the margin values you would like to use.Įnvelopes: Use this dropdown to control how you would like to address your mailing envelopes.
Paper Size: You have several sizes to choose from depending on the type of paper you would like to use to print these receipts. Once you have selected an option and begun work on your receipt, you will not be able to change this, so make sure you have selected the right type of receipt before starting.Īfter selecting “Paper Mail,” you’ll see a few additional options.
Once you have started to create a receipt template and selected the option to create a mail receipt, you will have the option to create one of two different types of receipts, either for a single gift (generally used in everyday receipting) or for multiple gifts (use this option to create monthly, quarterly, or annual statements).
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