Annual Receipts Generator

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 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.
• 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.
  
  
  Page 2

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

Results page buttons

• Refine Search takes you back to the query form.
• Save Draft 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.
• Campaign - Select the campaign to assign to the email. If New is selected then it will create new.
• Campaign Name - Visible only when New is selected. The new Campaign Name.
• Campaign Action Name - Name your email.
• Update Select Payment Receipt Nos - Updates every payment selected with an annual receipt no. If this is unchecked the payments will not have an annual receipt no.
• Include Payment Breakdown in Receipt - Generates a payment breakdown for each contact of all payments contained in the annual receipt. This will only be displayed in the merge tag #AnnualReceiptPaymentList# when sending an email or generating a document. If this is not selected then this merge tag will always be blank.

PDF

Sends the selected people and payments to the document server

• Receipt - Select a receipt document.
• Campaign - Select the campaign to assign to the email. If New is selected then it will create new.
• Campaign Name - Visible only when New is selected. The new Campaign Name.
• Campaign Action Name - Name your email.
• Update Select Payment Receipt Nos - Updates every payment selected with an annual receipt no. If this is unchecked the payments will not have an annual receipt no.
• Include Payment Breakdown in Receipt - Generates a payment breakdown for each contact of all payments contained in the annual receipt. This will only be displayed in the merge tag #AnnualReceiptPaymentList# when sending an email or generating a document. If this is not selected then this merge tag will always be blank.

Excel
Downloads an excel version of the search results grid.

• Campaign - Select the campaign to assign to the email. If New is selected then it will create new.
• Campaign Name - Visible only when New is selected. The new Campaign Name.
• Campaign Action Name - Name your email.
• Update Select Payment Receipt Nos - Updates every payment selected with an annual receipt no. If this is unchecked the payments will not have an annual receipt no.
  New Merge Tags

#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.