Annual Receipts Generator

 

The Annual Receipt Generator is found under the Money tab:

Page 1

Select a new annual receipt query or load an existing annual receipt query.

Note: This drop-down contains previous annual receipt queries created in this form, it does not contain queries created through the query tool. If you wish to use query data add them to a list and include/exclude this data in the list section below.

If you select an existing query all the query details should load.
If you select a new query then you will be asked to enter a Query name.

Query options:

• Financial Year - select the dates you want to load the payments for.
• Include Contact Type - All, Email Only or No Email Only.
• Email Only - Only contacts with an email address.
• No Email Only - Only contacts without an email address.
• All - All contact regardless of an email address.
• Include Recurring Payments Only - Only payments connected to a recurring payment will be receipted.
• Include All Payments - All payments between the selected dates will be receipted.
• Exclude Payments With Receipt Numbers and Receipts Sent- Payments with a receipt number and recorded as receipt sent will be excluded.
• Include Payments With Receipt Numbers and Receipts Not Sent - Payments with a receipt number but no record of receipt sent will be included.
• Include Lists - Only people in the selected lists will be included, except if they are included in any of the excluded lists.
• Exclude Lists - Anyone is the excluded lists will not appear in the receipt selection.
• Include GL Codes - Only include payments with the selected GL Codes.
• Exclude Attributes - Anyone with the selected attributes will be excluded.

 

Page 2

Search Results

Search results return the payment details for the selected dates and query parameters. You can search the grid using the search box.

• Summarised Results - shows a row for each contact with their payment date range, total amount, count, recurrence amount, recurrence frequencies, expected count and contact information.
• All Results- shows a row for each payment for every contact
• Excel - exports the search results to Excel.

Results page buttons

• Refine Search - takes you back to the query form.
• Save - will save the query details.
• Select Delivery Method - takes you to the next page.

Page 3

 

Select Delivery Method

Email
Sends the selected people and payments to the email server

• Send Receipts On - Select the date and time for your receipts to be delivered to the email server.
• Receipt - Select a receipt document.
• Generate PDF Copy - PDF copy of receipts will also be generated.

PDF

Sends the selected people and payments to the document server

• Receipt - Select a receipt document. 

 

The following Merge Fileds must be added to your Annual Receipt template. These merge tags will replace the #AnnualRecceipt# used in the past. 

#AnnualReceiptNo#
Takes the annual receipt number generated above. If this isn't selected then this merge tag will be blank.

#AnnualReceiptTotal#
Summarises the payments selected above.

#AnnualReceiptPaymentList#
Generates a list of payment date and the amount for all payments selected above. Only fill in if Include Payment Breakdown in Receipt is selected above.

Don't have an annual receipt template? 

Use one of ours Vega Pre-designed Annual Receipt Templates