Tax Receipts issued from Mail

Christine Gingerick · February 2016

I've created a template for our Canadian Tax receipts and I issue them from the Mail Function. I use a conditional merge based on the letter type.

I haven't been able to figure out how to "reuse" my template ... I seem to have to create it every time. Is there an easy way to copy and paste a receipt template?

Thanks!

JoAnn Strommen · February 2016

So you have your receipt template in Mail > Receipts. What is the issue needing you to recreate it? I use the same letter all year, no sure what you are needing to copy and paste.

Like to help but not quite getting what's happening for you.

Aldera Chisholm · February 2016

Is it that when you click the "merge" button you get a blank document, or that nothing at all happens?

If you click through just to "Word Merge Wizard" are any of your letters there?

Christine Gingerick · February 2016

We use different letters primarily based on gift amount. I update the letters frequently, but keep the names the same. I've been creating a new Gift receipt name annually ... maybe that's the issue. If I just have a "Receipts for gifts" instead 2014 Gift Receipts, 2015 Gift Receipts, etc. then my template by letter type should still be there when I go to Merge Wizard.

Thanks.

Aldera Chisholm · February 2016

Hi Christine,

We do much the same here - every year I do a "Save As" and name the new one 2016 E Receipts or 2016 Print Receipts for example. I like doing that so I have a quick reference for what I have done in past years for receipts.

I also like to do a save of my templates off RE and into Word so I can cut n' paste it back in if something goes sideways and I have to recreate the whole thing. I have a file of Word docs which are all copies of my templates. It has saved me a few times. Since the RE canned version of receipts just doesn't work well for Canadian receipts, it's more work to set up, but better in the long run.

Cheers

Aldera

Christine Gingerick · February 2016

Thanks for sharing .. much appreciated!

Tax Receipts issued from Mail

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