Donations and Receipting
The "Never Send Receipt" Function in Silent Partner
The "Never Send Receipt" option in Silent Partner allows you to receipt donations without creating an actual receipt document, for donors you mark as "never send receipt". This function would be useful if you have donors who requested not to be sent ...
New requirements and sample templates for PAC donors
Overview As of March 2023, major credit card companies such as Mastercard, Visa, and others, are creating new requirements for recurring payments. The original effectivity date for these changes was scheduled for September 22, 2022. The effectivity ...
Common receipt correction questions and solutions
These are some of the most commonly asked support questions about receipting. “The name/address is wrong on a donor’s receipt. How do I fix this?” Solution https://support.silentpartnersoftware.com/portal/en/kb/articles/new-receip “I receipted one ...
How to reverse and correct multi-designation receipts
Multi-designation receipts require careful attention to reverse and correct. Each designated portion of the donation must be entered separately in order to ensure the GL accounts balance. If possible, it is recommended to clone your original batch ...
How to clone a batch
If you are unfortunate enough to have entered a batch of donations incorrectly, for example by assigning the wrong motivation code or G/L, you will need to reverse the entire batch and then re-enter the donations correctly. Reversing a donation, or a ...
Receipt Correction Process
The receipt correction process allows the user to choose between replacing a receipt or correcting a receipt, and whether or not to include "Cancels and Replaces" on the new receipt. Use the flowchart below to help you determine whether you need to ...
How to create a Batch and Enter Donations in Silent Partner
In Silent Partner, a Batch is a holding place for donations. A Batch collects donations together until you are ready to Post them. Until you Post a Batch, you can edit the Batch, edit the gifts, delete, add, etc. Posting a batch makes the gifts ...
How to Process Receipts in Silent Partner Desktop
First, ensure that the donations have been entered into a Batch and that the Batch has been posted. For more information on how to do this, click here. Printing Receipts Note: If you need to create or change Receipt Messages/Letters before printing ...
Entering donations - an overview of how it works.
How does gift entry work in Silent Partner? The process of entering gifts and processing receipts in Silent Partner takes 4 basic steps: Setting up the Batch: a Batch is a holding place for gifts - where you collect them together until you are ready ...
Receipt Correction Process: version 5.23 or earlier
Version 5.24 uses a new receipt correction interface. If you are using version 5.24 or higher, please refer to this article. To process a receipt correction, launch the Receipt Correction Wizard by clicking the Print Donor’s Receipts menu bar button, ...
Issuing Replacement Receipts
Version 5.24 or higher uses a new receipt correction interface. If you are using version 5.24 or higher, please refer to this article. There are times when a donor needs a second copy of their receipt; perhaps they misplaced it or it got lost in ...
Receipt Messages & Reply Codes
Receipt Messages and Reply Codes are linked together; when entering a donation you are given the option of which Reply Code you wish to use for the Receipts (by default it is 01). Important Note: The time of Donation entry is the ONLY time you can ...
Posting Donations
Posting donations finalizes your batch and records the donation information into Silent Partner, updating each person’s giving history and the project totals. You must do this before you are able to print the receipts. Important Note: Ensure all the ...
How to Enter a Donation
Step 1 The first step is you need a batch to put your donations into. Either press the Enter Donations button, go to Functions => Enter Donations, or press F10. From here it will ask you to select the office you want these donations to be entered ...
Is there a way to change the date of a donation or batch without deleting the batch?
Yes, as long as the batch has not been posted, you can change the date of the batch or remove/edit donations within it. To do that (once you have entered at least one donation in that batch) go back into the donation entry screen (i.e., clicking the ...
Can I look at a batch that has already been posted?
You will need to go to the batch selection screen then click the button labelled “View old batches”. Highlight the desired batch in the list, then click "View". This will open the Donation Batch Summary report in Excel, at which time you can reprint ...
I posted a donation to the wrong donor, is there any way to change it?
CRA regulations do not allow any changes to be made to receipts. What you need to do here is enter another donation for the “wrong” donor, using the same date and everything but with a minus amount (if the original donation was 100.00, make this one ...
What type of donor can get an Official Tax Receipt? And what types of donations are Receiptable?
To get a receipt at the end of the year, the “Charitable Gift?” field on the donation entry screen must be set to “Yes” — if it’s “No”, they will get no receipt. If it is “Yes”, then, if their donor type is “I” or “B”, they will get an “Official ...
It’s January, why can’t I enter new donations for this New Year?
You need to close off the previous year before you can enter new donations in a January batch. Also, if you are wondering why your January PAC batches aren't showing up in the “batches to be posted” window, that’s the reason. To close off the year go ...
I need to do a query at the end of each month to issue tax receipts to those who have not requested annual receipts. How should I do this?
There is an easy way to do this: From the receipt screen select on the icon “Receipts all in scope” (or click on the F5 key). At the top of the window there is a check-box that allows you to include or exclude annual-receipt donors. If you uncheck ...
Adding a new payment method
From your Green screen, select Look-up tables-Payment methods Click on the Add icon (first icon on the left) Here you have the Maintenance to Payment Types table, enter your payment type here and once done click OK to save Your new ...
How to enter a Gift in Kind
Entering a gift-in kind donation is just like entering a regular donation, but with a few slight differences: In your Designation field (acct. number) if you have an Acct. No. called Gift In Kind, select that and click OK, otherwise choose the ...