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 experience, and because many of you process receipts only after year-end, it's easy to forget how to edit receipt forms.
Silent Partner Software provides a receipt form and receipt batch set-up free of charge.
It is highly recommended to take advantage of this service. E-receipt support is not available through the regular support channels and it is easy to make mistakes setting up your receipt forms.
How to Process Receipts in Silent Partner Cloud
Before processing receipts in Silent Partner Cloud, you would need to receipt donations in Silent Partner Desktop and run a Cloud sync. In Silent Partner Cloud, along the left side panel, hover over Communications, then click Receipting. This opens ...
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 ...
How to Set-up or Edit Receipt Forms in Silent Partner Cloud
Setting up and editing receipt forms can only be performed by users with Administrative access. It is highly recommended to take advantage of Silent Partner Software's free receipt form and batch set-up service. E-receipt support is not available ...
Silent Partner Cloud for Fundraisers
Learn all the basics of Silent Partner DMS Cloud in this 20 minute webinar. Silent Partner DMS II - Cloud for Fundraisers Hosted by Penny Rolinski About this webinar If you are new to using Silent Partner DMS Cloud, this is where to start. In this 30 ...
Creating Receipt Batches in Silent Partner Cloud
Producing receipts in Silent Partner Cloud is done in Batches. This gives users flexibility in choosing the types of receipts and letter combinations they wish to use. In Silent Partner Cloud, in the left side panel, hover over Communications ...
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