Individualized Invoice Statements?

Hi James,

Same as Lisa. Here is our step by step approach if you want to replicate:

1. Open Order
2. Go to Print Order screen
3. Check the Acknowledgment box
4. In the Acknowledgement drop down select Standard Order Acknowledgment
5. Click Ok
6. This brings up a receipt
7. Go to the Header where there is an icon that says Merge data
8. Click on that button and a window will pop up asking for the file name to Merge to.
9. The file is "ACMI Tickets Receipt template.doc"
10. The file will open with a Merge window

Merge to: New document

Leave settings as they are

11. Click Merge
12. You then have a receipt that needs tidying up.
13. Order date: The time looks a bit strange, just edit that to 12 hr time
14. Delete extra rows on the Description table
15. The Totals need to be edited to the most appropriate description, ie. More than likely there won’t be a contribution, you can delete that line.
16. The dollar amounts need to be tidied.
17. Ready to send to the constituent.

Hi James,

Same as Lisa. Here is our step by step approach if you want to replicate:

1. Open Order
2. Go to Print Order screen
3. Check the Acknowledgment box
4. In the Acknowledgement drop down select Standard Order Acknowledgment
5. Click Ok
6. This brings up a receipt
7. Go to the Header where there is an icon that says Merge data
8. Click on that button and a window will pop up asking for the file name to Merge to.
9. The file is "ACMI Tickets Receipt template.doc"
10. The file will open with a Merge window

Merge to: New document

Leave settings as they are

11. Click Merge
12. You then have a receipt that needs tidying up.
13. Order date: The time looks a bit strange, just edit that to 12 hr time
14. Delete extra rows on the Description table
15. The Totals need to be edited to the most appropriate description, ie. More than likely there won’t be a contribution, you can delete that line.
16. The dollar amounts need to be tidied.
17. Ready to send to the constituent.