In contributions with a combination of a pledge and then subsequent monthly payments is it possible to create an acknowledgement letter at the end of the membership term with one tax receipt for the full amount given, as opposed to generating twelve receipts through the course of the membership, acknowledging each individual payment?
Or just thinking about the calendar year, can I print an ack letter with tax receipt for payments to date? For example a membership runs April 2009-April 2010. Can I generate an ack with one receipt for all payments April-December 2009, then a second for Jan-Mar 2010?
And is this something that I can find readily available in Tessitura or would this require customization?
Thanks,
Duane
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Hi Duane,
By default I don't believe that this is possible in Tessitura, however if you set up an acknowledgment letter to run for these monthly payments you can mail merge them into a single letter at the end of the year.
This takes a bit of coding in the merge fields but it can be done.
One word of caution though, you need to be very careful about making adjustments, write offs etc. to any pledges so that you don't end up with bogus acknowledgement letters merging into your year end receipt.