How-to Video: Make Donation Receipts (6:59)
This video shows you how to make receipts for donations your organizations has received.
Important Note: If you are making annual receipts for donations received throughout the calendar year, it is important that you search using two key criteria: When Received (set the date range for the calendar year you are receipting) AND Receipt Status (look for Unreceipted donations).
This will find you all the donations received in the calendar year you've defined that have not yet been receipted.
Related Articles
How-to Video: Email Donation Receipts (7:18)
Script: https://sumac.com/assetswp/training-docs/Email%20Donation%20Receipts.pdfHow-to Video: Make Template (5:32)
Script: https://sumac.com/assetswp/training-docs/Make%20Template.pdfHow to Make a PDF Receipt Template for Sumac
This article describes how to make a PDF tax receipt template using Open Office (Libre Office). For best results, we recommend using Libre Office Writer as the word processor for building your PDF receipt templates. 1. Download LibreOffice HERE. 2. ...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 ...Are Donation Tax Receipts created in Sumac IRS compliant?
Sumac provides the technology you need to create IRS-compliant annual donation summary letters, and the standard U.S. Style Donation Summary Letter template we offer on our Support Portal meets those requirements as well. Silent Partner Software ...