The mailer is the place to send receipts or thank you letters to more than one person at a time.
First, go to Admin Menu, select Mail, and then Create New Mail:
In step one, select "contribution" from the available mailing list options, and then "Payment Amount." Then, enter the date range, amounts, and charge types you want to send receipts for:
You can also choose to generate paper statements for anyone who does not have an email address (hybrid). To do this, scroll to the bottom of the page in step one and select "If No Email Available, Send Paper Version to Confirmation Message," which will send the files to the email address used as the confirmation email:
In step two, you will see your receipient list. To load the list, select "Matching Contributors" to see a list of people that match your search filters from step one. If you are sending only an email, you will get a list of people who will get the emai. If you select the hybrid method, you will see people who will receive emails, paper mails, or errors all in different colors:
You can also use Advanced Targeting to create a more custom list of who you want to mail - only members, only people over a certain age, etc.
At this point, all you've done is create a recipient list. Now, you have to decide if you want to attach a statement, a receipt, a thank you note, or neither. To attach a receipt or thank you letter, select either option, and then decide if you want to generate seperate statements for each payment, or if you want to combine all of the payments on one receipt or thank you letter.
Selecting the option to Attach Personalized Statement will allow you to add an outstanding billing statement, a statement between dates, or a tax report.
Step four is where you enter your message. You can personalize the email, letting people know exactly how much they paid and provide a link to view their accounts, or make an appeal for more donations:
Step six allows you to preview your message and send yourself a test email. This will send you the email and receipt or thank you notes of one random recipient. If you send yourself more than one test, you will continue to receive the email of the same account.
Once your mailing is complete, you can see the details on the main mail page. If you sent yourself a paper mailing, you have the option to re-download the PDF statements in case you did not receive them.
