Receipting in DPO

Transcription

1 Receipting in DPO If you have not printed the presentation, type the link below into your browser

2 What We Will Learn. Parameters Acknowledgments, Receipts/Financial Reports Data Entry Main Gifts Receipts Processing TY s Using Templates

3 Special Note for Today s Session The receipting process will focus on producing s not letters The system setup for this to work as instructed is the following: Settings, Parameters, Acknowledgement/Receipts, Financial Reports Enable Receipt Delivery IS checked Create Contact Record Choose Default Donor Receipt Delivery Method Once settings are selected, additional fields will appear Main Screen Receipt Delivery ** Gift Screen Receipt Delivery ** ** choices in these fields can NOT be modified

4 Activation Settings, Parameters, Acknowledgement Receipts/Financial Reports * * Enables receipting Adds receipt delivery fields on main and gift screens Choice of default for donor receipt delivery method

5 Delivery Methods Hierarchy of Defaults System level Donor level Specific gift override

6 Donor Delivery Method Set for donor and all subsequent gifts 4 choices Do Not Acknowledge and Letter Letter Dropdown choices can NOT be changed

7 Gift Delivery Method Uses default set on donor level, but can be changed 4 Choices Do Not Acknowledge and Letter Letter Can be set per gift

8 Thank You Code Create codes for thank you s Can associate TY code with specific template

9 Acknowledgement Steps Receipts 1. Report on entered gifts 1) 2. Create new receipts 3. Update batch 2) 3)

10 How Much Did You Enter? Transaction Listing Report

11 How Much Did You Enter? GL Detail Listing Report

12 Now to Thank Them Receipts, New Receipts Choose the Template to use for each type of TY# grouping. Select Preview to see the result BEFORE clicking on Generate Receipts These pending Thank you s appear based upon the TY letter types entered on the Gift Entry Screen

13 Preview Results Shows which records were sent an receipt Option to export details to Excel If an invalid address was used, the will be returned to the from address used in the corresponding template

14 Results Shows which records were sent an receipt Option to export details to Excel If an invalid address was used, the will be returned to the from address used in the corresponding template

15 Letter Receipts Select TY# one at a time and then click on Generate Letter Receipts Download datafile and merge with Word document Who gets letter receipts?.anyone with no address entered or any record chosen for Letter Only or and Letter in Delivery Method field on Gift Screen

16 Update the Batch Go back to Receipts Click Update Batch No Result = Thank you date and batch number in each gift record

17 What the donor receives 1 st alerting 2 nd with pdf attachment is coming that is formatted based on specifics of template

18 Facts about Templates Selected when in process Accessed by Mailings, Templates or from Receipting Can create own templates Enter From address for each template used This is the bounce back address if invalid address is used

19 Templates Mailings, Templates Option to create, edit or delete 4 Tabs to configure

20 Template Details Tab Mailings, Templates TY Letter - ability to connect TY Code to specific template (optional) Enter From for bounce-back s Recommended to Include PDF Receipts Attachment

21 Message Body Tab Mailings, Templates To include fields from DPO, click on clipboard icon To include logos, images, or signatures, they must first be on an existing website; then copy and paste Use HTML Editor to enhance the body

22 Official Receipt Tab Mailings, Templates Details about official receipt and any disclaimers If DPO fields are needed, insert them the same way as creating the message body

23 PDF Attachment Tab Mailings, Templates To include fields from DPO, click on clipboard icon To include logos, images, or signatures, they must first be on an existing website; then copy and paste Use HTML Editor to enhance the body

24 Sample Templates Sample Message Body with Logo

25 Sample PDF Templates Sample PDF Attachment

26 Helpful Resources DPO Manual (pdf) Online Help Menus Support Dept Training Dept

27 CONGRATULATIONS!! for completing Receipting in DPO webinar! Visit us at or for a complete schedule of other webinars.