Tax receipt previewing

We have tax receipts attached to our acknowledgement letters for the contributions we enter. When we merge them, a word document then comes up, appropriate fields are filled in and then we can edit each one individually.

If this is what you were thinking of, I can tell you basically how we have them set up. You can also look up the Acknowledgements help document. It will walk you through how to set it up to see if it is what you are looking for.

Hope this helps.

Does anyone use a preview feature when issuing tax receipts?

If so, how did you set it up.

I would like to be able to preview my tax receipts before I actually print them in order to fix or correct any errors in premiums etc.

Thanks.

Shirley

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!