If you use Microsoft Word:

  1. Click Mail, Receipts 
  2. On the General tab, select Create Custom Data file for Receipt Type
  3. On the Fields to Include tab, choose all merge fields to be included on the actual receipts.
  4. On the remaining tabs, enter the appropriate parameters
  5. Click Send to Word merge wizard then click Next. 
  6. Once you have selected to mark the gift as receipted or not, choose either a simple mail merge or conditional. 
  7. Click Next then click Edit Merge document. 
  8. Click Add-Ins to select the fields you want to use. 
  9. Once the receipt template is set up, click Save and return to RE7 from the Add-Ins tab. 
  10. Click Next and once the file path has been selected in [Save document as:] section click Finish. 
Note: If the receipts are already set up you can simply click Merge to merge the receipts. 

If you are using another word processing program:

     

    Additional information:

    • Click Mail, Receipts
    • On the General tab, select Create Custom Data file for Receipt Type
    • On the remaining tabs, enter the appropriate parameters
    • On the Fields to Include tab, choose all merge fields to be included on the actual receipts.
    • Click Export
    • Choose the appropriate export format and location of the data file. Be sure to mark the options to print header and Print Control Report checkbox.
    • Merge the data file with the document