How to Make a Copy of a Tax Receipt
When donors request a replacement receipt, if you do not have paper copies you can photocopy, or PDF copies you can reprint, then you can regenerate the receipt through Sumac.
Regenerate a receipt
In your Sumac console, expand Fundraising and select Donations. Search to find the donation for which you need to re-generate the tax receipt and click on it to highlight it. Then expand the Mailing menu and click Mail
Merge.
In the window that opens, under Donations list, select "Selected" to limit the mail merge to the specific donation and under Choose Template select the receipt template and click OK to select the template and OK again.
Sumac asks you to choose the Merge Output to specify where you want to save this file.
Once Sumac runs the mail merge, it asks if you want to save a communication record in the database. This is not necessary unless your organization's policies require it.
Sumac also asks if you want to record that the donation has been acknowledged. Again, this is not necessary unless your policies require it.
You can now send the receipt to the donor.
Our products got an upgrade!
Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
Related Articles
How to Make Donation Receipts
Make Receipts works like a mail merge, using a template that generates tax receipts. Before making receipts ensure that you have a tax receipt and thank you email template ready to use. If you do not have a tax receipt template, there are standard ...How to Cancel an Invalid Tax Receipt
Sometimes a receipt is issued and it becomes invalid. If, for example, the donation amount was incorrectly entered, the receipt needs to be cancelled and a new receipt issued. Find the receipt to be cancelled. The electronic receipt document will be ...How does Sumac handle recording a benefit received to the donor on tax receipts?
When you enter information about a donation, you can enter the total amount donated, and also specify a Receiptable Amount, which is the amount the donor will actually be receipted for. Usually these two amounts are the same, but if the donor is ...How to Make a PDF Receipt Template for Sumac
This article describes how to make a PDF tax receipt template using Open Office (Libre Office). Silent Partner Software offers a receipt template service - let us set up your receipts for you! For more information, book an appointment with your ...Are Donation Tax Receipts created in Sumac CRA compliant?
Sumac provides the technology you need to create CRA-compliant tax receipts, and the standard Canadian Style Tax Receipt template we offer on our Support Portal meets CRA requirements as well. Silent Partner Software strongly recommends you confirm ...
Societ Academy
Learn what you need to know, any time. Free!
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.