Sumac Receipting - Virtual Instructor-led Training, January 8, 2021

Sumac Receipting - Virtual Instructor-led Training, January 8, 2021


NOTE: The video below shows a slightly older version of Sumac. In a recent release, we added a new Simple Search option, which is not shown in the video.
To see the Advanced Search options this video explores in your own instance of Sumac, simply expand the "Advanced Search" option in your searching panel.






This is a video of our Sumac Receipting virtual instructor-led training, hosted on Friday, January 8, 2021.

This virtual training session covers:
  1. Print Receipt Templates
  2. PDF Receipt Templates
  3. Thank you Email Templates
  4. Searching for Unreceipted Donations
  5. Making Receipts for Printing
  6. Making Receipts for Emailing
Whether you're a beginner trying to get a handle on using making receipts in Sumac, or a seasoned user looking to brush up on your Sumac skills, this video should give you what you need to feel prepared for making one-off receipts for a single donation, or issuing all your receipts at the end of the year!



This webinar describes how to save Receipt Templates into a "Set" of templates in your Sumac database. In order to use your Template Sets when making receipts in Sumac, make sure to turn on this Preference in your database.
Your Sumac Administrator can go to Utilities > Customize Database > Preferences. On the "Mail Merge" tab, put a check mark next to "Ask user to choose a set of templates for creating donations receipts."



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