Receipting Multiple Benefit Levels for Campaigns

Leslie Chatman

Hello:


I am hoping to get some guidance from members of the community on how we can receipt multiple benefit levels for campaigns. 


We have all of the benefit levels in RE already. Those are added/updated as needed. What we are struggling with is how we can configure the system and the receipting process to automatically add the benefits to the receipts when they are pulled vs what we do now, manually adding the benefit amounts once the receipts have been created in a word doc.


Does anyone have any procedures/tips/guidance they are willing to share?


Thanks!

Leslie Chatman

JoAnn Strommen

Check this and see if it gets what you are looking for...

If you're running your receipts thru Mail > Receipts (receipt type-create custom data file) there is a field you can include Gift Benefits Amount. We add the benefits when entering the gift in batch.

 

Leslie Chatman

HI! Thanks for that response. We too add the benefits in the batch, but we are trying to learn how we are can configure the system to automatically take that benefit we entered for that gift line and add it to the receipt. Any thoughts on that?


Thanks,

L

JoAnn Strommen

Include the Gift Benefits Amount in the receipt. If you need a specific description enter that in the gift reference and pull that field into the receipt also. See previous post for how to get access to that field.

Cathleen Mai

Like JoAnn said, include the benefits amount in Mail/ Receipts under the tab "Fields to include". This also works for preprinted receipts, see screenshot.