How do I generate acknowledgments for contributions?

Overview

Generating acknowledgments for contributions allows you to create thank you letters or receipts for donors based on their contribution details. 

Step 1: Access the contribution record 

1. Navigate to the contact's record 

2. Find and open the specific contribution you want to acknowledge 

Step 2: Access the Acknowledgment Report 

1. In the contribution details, look for the "Acknowledgments & Premiums" section 

2. Click on "View Payment in Acknowledgment Report" 

3. This opens the Contribution Acknowledgment Report filtered to just this contribution 

Step 3: Configure the report columns 

1. If needed, edit the columns to include all fields required by your template 

2. Make sure these columns match the merge fields in your template 

Step 4: Generate the letter 

1. Click on Report Actions > Generate Letters 

2. Choose one of the following options: 

1. Generate letters based on assigned template (uses the template already assigned to the contribution) 

2. Generate letters using one template (select which template to use) 

Step 5: Complete generation settings 

1. If using one template, select which template to use 

2. Choose whether to mark the contribution as thanked or apply other follow-up actions 

3. Click to generate the letter 

Step 6: Access your generated file 

1. Once processing is complete, your file will be available in My Export Files 

2. Download the file to open it in your word processor 

3. Print or distribute as needed 

What else do you need help with? 

• Understanding Mail Merge Letter Generation 
• How do I generate letters for attributed contacts and soft credits? 
• How do I generate letters from a report?