How to receipt cash, direct debit and direct deposit gifts using a mail merge without a drawer or credit card holder field?

Veronica Champness

When receipting donations made via credit card or personal cheque, we use 'cardholder name' and 'drawer', as the merge fields for the tax receipt generated using a conditional mail merge in the Mail function.


This is not possible for gifts with payment type = 'Other' (i.e. Cash, Direct Debit and Direct Deposits) as there is no field in the batch where we can enter the constituent's name. Drawer is a locked field only available when the pay method = Personal Cheque. We cannot enter the name in the gift 'reference' field as this would be duplicated for the credit card and cheque batches.


Is there any other field we can use in the gift entry in batch and the conditional mail merge receipts for these 'Other' payment types?