Available in ProntoPlus version 1.28.14 and above
If you are a Support Care Officer of a non-profit organization and just finished processing a wad of paper donations. You are now wanting to print off the mail receipts to send out to the donors. With the help of the bulk receipt ProntoPlus feature, you can easily generate the receipts in bulk and it can be done for either Email or Mailed receipts. You can follow the following steps to set this up.
- First thing to do is to Generate Receipts for the selected Donations using the button available on the List View. We would recommend you create a new List View and use the filters to narrow down the list. For example, let’s use a filter on the Close Date = TODAY for this list view.
- If its success, you will see a success page. Then click return.
- You will need to select again the donations and click Download Receipts button for the system to generate the copies of the receipts.
- Once the process is done, you will be redirected to Receipt Download record under the Notes & Attachments related list then on the related tab, please click the file for you to save it locally.