Receipting
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 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 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 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, book an appointment with your ...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 ...
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