Partner Academy - Receipting

Partner Academy - Receipting

Whether you are new to making receipts and receipt templates, or just need a refresher, these webinars will show you what you need to know! ​
Receipting in Sumac Donations: Templates
Hosted by  Meaghan Watson, Penny Rolinski
About this webinar Welcome to our Sumac Donations Receipting Templates webinar! ​ Whether you are making receipts for the very first time, or a seasoned user looking for a refresher, this webinar will cover your options for setting up receipt templates in Sumac Donations. You’ll learn how to set up: Print Receipt Templates PDF Receipt Templates Thank You Email Templates And we’ll be talking about our new Receipting Set-up Service option Register now to claim your spot!
Sumac Donations Part III - Receipting and Thank-you Letters
Hosted by  Meaghan Watson, Maria Sheregova
Join us for Part III of our Sumac Donations training where we’ll be exploring how to issue and send receipts and thank you letters.
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    • 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 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, click here. For best results, we ...
    • Sample Templates for Letters and Receipts

      While some organizations prefer to build their own templates for fundraising letters, thank yous, or receipts, Silent Partner Software has created some sample template options to help you get started! Note: for print mailings, download the RTF or ...
    • Receipt template service - let us set up your receipts!

      Setting up your receipt templates is the key to  making sure your organization is ready to handle the donation fulfillment process for your donors, but it can be tricky and time-consuming, especially if you are new to using Sumac Donations, or ...
    • How to Use a Set of Templates

      Template Sets is a handy feature for grouping similar kinds of templates together and saving them into Sumac (e.g. sets of receipt templates, thank you letter templates, or even fundraising letters).  For example, perhaps you want to have a few ...

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