Receipting
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 haven’t ...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 ...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 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. If you need to correct a receipt that was issued in error, the follow ...How to Email Donation Receipts
Sumac can generate encrypted, government compliant electronic tax receipts that can be sent to donors. This can help reduce your organizational costs as you do not need to print and mail as many tax receipts. To email donation receipts your ...How to create Annual Donation Summary Letters (U.S. Style)
Creating U.S. Style Annual Donation Summary letters is done by running a mail merge and using a template that generates the Annual Donation Summary letter. We recommend starting with the pre-built template on our website titled “U.S. Style Annual ...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 ...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 ...Does Sumac automatically receipt online donations? How do I set this up?
If you are using Sumac for online donations, Sumac can automatically receipt online donations. When someone donates online, Sumac will send the donor an email confirming that the donation was received and will send the donor's receipt as an ...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 ...
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