The following how-to guide assumes that an appropriate letter has already been created in your database. To learn more about creating a letter, click here.
As you are creating a new donation for a patron, Theatre Manager gives you the option to merge the donation and/or payment receipts with a letter. This letter could be a thank you email, a snail-mail invitation to special donor-only event, or anything you wish. There are two ways to add a letter to a donation:
- Attach a letter to a Donation Pledge Schedule/Contacts Tab
- Attach a letter specifically to a tax receipt
Add a Letter to a Donation Top
To merge a letter with a donation, perform the following steps:
Open the Donation
- On the patron record, open the correct donation on the Patron Donation Tab and go to the Donation Pledge Schedule/Contacts Tab
Start the add letter process
- Click the Add... button
Find the correct letter
- On the Letter Lookup Window, search for the correct letter
Select and attach the letter
- Single-click to select the desired letter and click the Select button
The selected letter(s) have now been merged with the donation and are ready to print.
Add a Letter to a Receipt Top
To merge a letter with a tax receipt, perform the following steps:
Open the donation
- On the patron record, open the correct donation on the Patron Donation Tab and go to the Donation Receipts Tab
Select the receipt to add a letter to
- Single-click the receipt that you want to add the letter to and click the Add... button
Find the correct letter
- On the Letter Lookup Window, search for the correct letter
Select and attach the letter
- Single-click to select the desired letter and click the Select button
The selected letter(s) have now been merged with the receipt and will be printed when the batch receipt printing function is initiated.