As you are creating a new donation for a patron Theatre Manager gives you the option to merge the donation with a form letter. This letter could be a Thank You or Invitation to special donor only events. A variety of letters can be easily setup using Theatre Manager to create new letters. For more information on Form Letters click here. If you require to merge letters with many donations or tax receipts refer to Merging Letters & Tax Receipts using reports.
To merging a Form Letter with a Tax Receipt, you perform the following steps:
Click here to learn how to insert donations.
The Form Letter Selection window will open.
Single click on a letter to select it.
The selected letter(s) have now been merged with the receipt and will be printed when the Batch Function "Print Charitable Receipts for Donor" function is initiated.
Click here to learn how to insert donations.
The Form Letter Selection window opens.
Single click on a letter to select it.
The selected letter(s) have now been merged with the donation and is ready to print. Click here to learn more about printing letters.