NPSP+ Knowledge Base

Direct Mail Receipts

This guide will walk through the steps to view, configure, search and generate Direct Mail Receipts.


What’s on this page


Viewing a Direct Mail Receipt Template

To view a Direct Mail Receipt Template, select a Campaign and find Direct Mail Receipt Templates under the Related tab.

 

Note: to create a new Direct Mail Receipt Template, select the New button in the top right corner of the Direct Mail Receipt Templates list.

 

Configuring a Direct Mail Receipt Template

To configure the details of a Direct Mail Receipt Template, press the Edit button on the Direct Mail Receipt Template page.

On this page you can choose the Envelope Type (defines the envelope - where the address should be to align with the envelope window), the Donation Range, and the Receipt Text.

Note: <c:DirectMailReceiptImage/> component is used to display header image via url. Also images can be pasted directly into receipt (signature).

 

Searching for Donations

To search for a list of Donations made, you can select a range of dates, a Campaign, a Batch, a Contact, an Account, or a Receipt Status.

 

 

Generating Receipts

To generate a Receipt, select which Donation you would like to receipt and choose which Channel you want the Receipt to be sent by. Click the blue Generate Receipts button to generate a receipt.