Objective #
This SOP outlines the steps to configure and generate donation receipts using the receipt generator tool.
Key Steps #
Accessing the Receipt Generator 0:00
- Navigate to the ‘Configure’ section.
- Click on ‘Receipts’.
- Select ‘Add New’ to start creating a receipt.
Configuring the Receipt Template 0:22
- Use the basic template provided.
- Fill in the following fields:
- Logo: Upload the charity’s logo.
- Charity Name: Enter the name of the charity.
- Address: Input the charity’s address (e.g., Office 1234 Avenue Road).
Adding Content to the Receipt 1:12
- Customize the content paragraphs with a message for the donor.
- Utilize merge tags for dynamic information.
Customizing Official Receipt Text 1:53
- Edit the official receipt text (e.g., U.S. tax exempt) as needed.
Setting Receipt Numbering 2:13
- Define the starting number for receipt generation.
- Ensure it increments automatically for each new receipt.
Specifying the Location 2:43
- Enter the location where the receipt is issued (e.g., Toronto, CA).
Adding Thank You Text 2:53
- Include a thank you message for the donation (e.g., ‘Thank you for your donation’).
Dynamic Donation Information 3:08
- Note that donor information (name, address, donation date, amount) will be populated automatically.
Finalizing the Receipt Setup 3:18
- Review all fields to ensure they are filled out correctly.
- Save the receipt configuration.
Activating the Receipt for Emails 3:49
- Go to the ‘Emails’ section.
- Ensure the receipt is activated for email attachments.
- Scroll to the bottom and check the ‘Attachment Payment Receipts’ box.
Naming the Email Template 4:10
- Name the email template appropriately for easy identification.
Using the Receipt Generator 4:22
- The configured receipt can now be used to attach and send to donors.
Cautionary Notes #
- Ensure all fields are accurately filled to avoid errors in receipts.
- Double-check the logo and address for correctness before saving.
Tips for Efficiency #
- Use merge tags to automate donor information input.
- Regularly review and update the receipt template as needed to reflect any changes in charity information.