4. Generate Receipts/Letters

Once you have added your donations and reconciled them against contacts, and edited your receipt layout per the instructions here, you can generate your annual donation receipts.

1. To do this, select the ‘Rebate Letters’ menu item, and then select the ‘New’ button.

2. You are then shown a list of contacts, and their total donations for the financial year, that will have receipts generated for them. You can de-select whichever contacts you don’t want receipts to be generated for.

3. Select the ‘Create Rebate Letters!’ button. You will be taken back to the main screen, and be shown a ‘processing’ message next to your batch of receipts. The generation of these receipts are queued on our servers and will be determined by how many receipts are being generated, as well as how many other charities are trying to generate receipts at the same time.

When this is complete, you will receive a notification in Donation Manager, and the batch of receipts will show as ‘Ready’. When they are ready, you will be able to select the ‘Download’ link on the right-hand side of the screen. Your receipts will be downloaded in a ZIP format, ready for you to extract and either email or print and post out to your donors. The naming convention of files is ‘rebate-letter-firstname-lastname-year.pdf’.