Partner DMS Receipting in the Desktop
Whether you are new to receipting in Silent Partner DMS, or are just looking for a refresher, this webinar will show you what you need.
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Partner DMS Donation & Receipt correction
Whether you are new to receipting in Silent Partner DMS, or are just looking for a refresher, this webinar will walk you through correcting donation and receipts. Donation and Receipt correction and replacement in Silent Partner DMS Hosted by Penny ...Silent Partner DMS - The Basics
Whether you are new to receipting in Silent Partner DMS, or are just looking for a refresher, this webinar will walk you through the basics of using the desktop. Silent Partner DMS I - The Basics Hosted by Penny Rolinski About this webinar Learn how ...Receipt template service for Partner DMS Cloud
In order to process receipts in Partner DMS Cloud, you need to set up 6 receipt forms: Official Print Unofficial Print Gift in Kind Print Official Email Unofficial Email Gift in Kind Email. Setting up templates is finicky and can require HTML ...Tracking Correction Receipts in the Receipt Log Report
Silent Partner v.5.35 or higher will now use the Receipt Log report to keep track of correction receipts issued via the Print Correction function in the tax receipting area: Any receipts issued via the Print Correction function (correcting the Donor ...Receipts for a merged donor record don't appear in the receipt history correctly
There are times when you need to merge two donor records who have both made donations and been issued receipts. Merging records must be done in the desktop. More information on how to merge two records can be found here. After two records are merged, ...
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