Receipts

Note Please see Finance terms for some definitions that clear the misconceptions between Receipts and statements. Before getting started Before getting started make sure that you have setup the following first: ...

How do I know when to receipt? Does infoodle have a best practice? It does not matter when you do your receipting as you can do it whenever it suits you or your Church or Organisation. There are a variety of ways that different organisations gener...

This page enables you to filter the transactions that are waiting to be receipted. Here's how to filter the transactions: Click Finance on the Navigation menu (You will need permission in your role to access this). Click Receipts . On t...

In the Generate Receipts screen filter infoodle gives you the option of listing transactions by the When to issue receipt criteria. Either you can issue a combined receipt for a period e.g year end or you can produce a one off receipt. This ...

The Generate Receipts screen allows you to generate tax receipts for the transactions that you have reconciled to a contact in infoodle. For the distinction between receipts and statements, see Finance terms. W...

There are times when you realise that you have made a mistake on a printed (generated) receipt where a transaction was incorrectly allocated to an account code, campaign, person, etc, or you have issued a receipt in one persons name but they wish to...

A design is a PDF that you can prepare in advance and upload to infoodle to be used with either a receipt template or a statement template. A design is required (and needs to be set up first before setting up the receipt or statement template) as th...

Search for the receipt or statement template you wish to edit. Click on Designs . Click Edit alongside the design that you wish to edit.. You can Remove Design if you wish to upload another fresh design or edit any of the other settings...

When generating your receipts(or statements), you will need to tell infoodle what text and data to include on the receipt(or statement). This process is done by setting up a receipt(or statement) template and then directing infoodle to use that temp...

Click Finance on the Navigation Menu. Click Receipts . (You will need permission in your role to access this). Click Maintain Templates . Choose Receipt template or Statement template . Note For more ...

Search for the template you wish to edit. Click Bulk Update Designs if you wish to change the design used by more than one receipt template. To edit an individual receipt or statement template click Action and then Edit alongside t...

Search for the receipt or statement template that you wish to delete. Click Action and then Delete alongside the template that you wish to delete. If you are sure, click OK . Note Remember that deleting a c...

Here are a few examples or scenarios: You could use the personalisation called {tax receipt} which gives you a fixed layout for your receipt that we have created for you. It is fixed and can't be edited, only the information that is before and a...

This is useful in a situation where e.g. your organisation logo changes or you wish to add a Christmas theme and you need to change all of the receipt templates rather then manually doing them one by one. Here's how: Click Finance on the Nav...

In the Generate Receipts screen filter infoodle gives you the option of listing transactions by their When to issue receipt criteria. Either you can issue a combined receipt for a period e.g year end or you can produce a once off receipt. This ...

infoodle enables you to email your receipts either in bulk or one at a time. For this to occur, the following need to be created: An Active Email Address An Email Template A Receipt Template 1. The Person Needs an Active Email Address...

Infoodle stores individuals details and when you enter transactions you assign them to an individual. You can then choose to generate a receipt either to the individual or in the Household (or Organisations) name. This is all fine until there are mu...

The paper size available for printing envelopes is DL. If you are want to send your receipts by envelope select this Paper Size. Settings for Envelope Printing It is important to ensure that you print the envelopes BEFORE you generate the...

There are times when you need to resend a receipt that has already been generated and sent for a number of reasons: Send a receipt by email which has already been printed or generated - see below for more information. Resend a receipt to a dif...

There may come a time when you have generated your receipts and sent them off but a recipient has either lost them or has not received them. The Printed Receipts area gives you more information about these receipts. In addition you can list the ...