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

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