In This Article:

    Designate Summary Letters (US) and Summary Receipts (Canadian)on the Donation Record

    In This Article:

      Summary Letters (US)

      Summary Letters enable you to generate a customized letter that list all of the donations made by a donor. If you have certain donors who prefer not to receive a thank you letter for each individual donation, you may want to send them a Summary Letter instead.

      NOTE: In order to work with Summary Letters, you will need to be sure that the Task-Related Permission, Summary Letter Processing, is added to your current role(s) within Salsa CRM.

      The Letter field on the New Donation screen allows you to choose a Summary Letter for the donation which will be in bold font. The Summary Letter will list the current donation, all previous donations that have the same Summary Letter selected AND have a BLANK Sent date field.

      To create a Summary Letter, you will first want to customize the document template on your computer. You can do this using Salsa CRM downloadable templates. Upload the document to Salsa CRM database, then set the letter as a Form Letter on the Configuration screen of Salsa CRM. It's best to not edit the letter using Salsa CRM's built-in word processor.

      Downloadable Templates

      Salsa Labs Provides downloadable templates for thank you and donation receipt form letters that enable you to easily craft and upload form letters into Salsa CRM. Click here for links to the downloadable templates.

      Designate a Summary Letter on the Donation Record

      When you have your configured Summary Letters as, you are able to start selecting them on the donation screen.

      1. Enter a donation as you normally would, when you get to the Letter field, select the proper Summary Letter. You can identify which letters are Summary Letters as they appear in Bold font on the dropdown list. The 'hover label' will also display, Summary Letter.   
      2. Remember the Gift Summary table will populate with the current donation (once the donation is saved), all previous donations that have the same Summary Letter selected AND have a BLANK Sent date field. The image below shows three donations, all from the same donor, all with the same Summary Letter where all Sent date fields were blank.
      3.   The Total row sums the Amount Received, Non-Tax Deductible Amount and Tax Deductible Amount columns.

      NOTE: If you print or email a Summary Letter or Summary Receipt, then Save the donation, that same Summary Letter or Summary Receipt will be stored with all donations that were included in that Summary Letter or Summary Receipt. AND the Sent date will populate on all associated donations.

      Summary Letters cannot be printed through the Batch Screen.

      If you Clear Letter Dates from the Batch Screen, Summary Letter dates will not be cleared.

      Summary Receipts (Canadian)

      The Receipt field on the donation screen allows you to choose a Summary Receipt for the donation. Summary Receipts enables you to create a receipt that will list all donations made by a donor.  If you have certain donors who prefer not to receive a receipt for each individual donation, you may want to send them a Summary Receipt. The Summary Receipt will list the current donation, all previous donations that have the same Summary Receipt selected AND have a BLANK Sent date field.

      NOTE: In order to work with Summary Receipts, you will need to be sure that the Task-Related Permission, Summary Letter Processing, is added to your current role(s) within Salsa CRM.

      To create a Summary Receipt, you will first want to customize the document template on your computer. You can do this using Salsa CRM downloadable templates. Upload the document to Salsa CRM database, then 'set' the letter as a Form Letter on the Configuration screen of Salsa CRM. It's best to not edit the letter using Salsa CRM's built-in word processor. 

      Downloadable Templates

      Salsa Labs Provides templates for form letters that enable you to easily craft and upload form letters into Salsa CRM. Click here for links to the downloadable templates.

      Designate a Summary Receipt on the Donation Record

      1. Enter a donation as you normally would, when you get to the Receipt field, select the proper Summary Receipt. You can identify which receipts are Summary Receipts as they appear in Bold font on the dropdown list. The 'hover label' will display, based on information entered on the Configuration screen, either Tax Deductible Summary or Non-Tax Deductible Summary.
      2. Save the donation. NOTE: The preview feature for Summary Letters is available only after the donation is saved.
        2017-11-16_1251.png                                                                                                       
      3. The image above does not have the preview feature enabled, which means the donation has not yet been saved.  The image below indicates that the donation has been saved and the preview feature is enabled .
        2017-11-16_1245.png
      4.  The first time you choose a new Summary Receipt for a donor, you will see this pop-up:   If you would like to save this donation with the next Receipt number, select OK.
      5.  As you enter other donations from this donor, select the same Summary Receipt to create a list of this donor's donations. NOTE: All donations for the same donor, assigned the same Summary Receipt which has blank Sent date fields, will be assigned the same Receipt Number. This is the only time a Receipt Number will be repeated in the system. You will be prompted each time you select this action.
      6. Once you have entered the final donation from the donor to be used with this Summary Receipt, you can print the summary receipt.  Remember -- the Gift Summary table will populate with the current donation (once the donation is saved), all previous donations that have the same Summary Receipt selected AND have a BLANK Sent date field. 
      7.  If you print or email a Summary Receipt, then Save the donation, that same Summary Receipt will be stored with all donations that were included in that Summary Receipt AND the Sent date will populate on all associated donations. 

        NOTE:
          Once you have printed the Summary Receipt and saved the donation, the Receipt field will be 'locked-down'.

        Once a Summary Receipt has been printed it cannot be edited in anyway.  Summary Receipts cannot be printed through the Batch Screen. If you Clear Letter Dates from the Batch Screen, Summary Receipt dates will not be cleared.
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