E-Receipting
Reissuing receipts in Silent Partner Cloud
To reissue receipts, go to Receipt History and check off the receipt(s) you wish to reissue. You can also use filters to find your receipt. To learn more about using the filter option, click here. Scroll to the bottom of the page and select which ...FireFox and Receipt History in Silent Partner Cloud
If you view a receipt PDF from within the Receipt History page of Silent Partner Cloud while using FireFox as your web browser, FireFox gives you the option to open the PDF in FireFox. This appears to result in a blank page. There are two options to ...What to do if a donor receives a blank e-receipt, or doesn't receive an e-receipt attachment
What causes this? This issue is a result of the donor's computer blocking the attachment and is not an error with Silent Partner. Unfortunately, because there are so many combinations of virus programs, firewall configurations, and operating systems, ...Creating Receipt Batches in Silent Partner Cloud
Producing receipts in Silent Partner Cloud is done in Batches. This gives users flexibility in choosing the types of receipts and letter combinations they wish to use. In Silent Partner Cloud, in the left side panel, hover over Communications > ...Receipt Print Jobs and Receipt PDF Archive
In Communications, under Receipting click Receipt PDFs and Print Jobs In the Receipt PDFs and Print Jobs, filter by date. Once your date(s) is found click it to save this Print Job to your computer. Save the PDF file in your preferred location on ...How to find a copy of a receipt you have sent
Go to Communications > Receipting > Receipt History On the Receipt History page, you can filter to find your receipt by receipt Batch number, receipt number, send date, donor, etc. To filter, click the inverted triangle. Click the grey triangle to ...How to Process Receipts in Silent Partner Cloud
Before processing receipts in Silent Partner Cloud, you would need to receipt donations in Silent Partner Desktop and run a Cloud sync. In Silent Partner Cloud, along the left side panel, hover over Communications, then click Receipting. This opens ...Archiving Positive Value Receipts
In the case where a receipt is created with an error on it and processed up to Silent Partner Cloud, but the error is caught before the receipt is either mailed or e-mailed to the donor, a condition arises where the first positive dollar value ...Receipt template service for Partner DMS Cloud
In order to process receipts in Partner DMS Cloud, you need to set up 6 receipt forms: Official Print Unofficial Print Gift in Kind Print Official Email Unofficial Email Gift in Kind Email. Setting up templates is finicky and can require HTML ...How to Set-up or Edit Receipt Forms in Silent Partner Cloud
Setting up and editing receipt forms can only be performed by users with Administrative access. It is highly recommended to take advantage of Silent Partner Software's free receipt form and batch set-up service. E-receipt support is not available ...
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.