Letters: Pledge/Payment Entry Pop-up

Pledge/Payment Entry Pop-up

After entering a payment into your Admire the Letters pop-up will appear.   Additionally, if you enter in a pledge that generates a Letter the pop-up will display too.  This pop-up will give you details regarding the Letter that potentially can generate from the pledge/payment.   This creates awareness of your Letters settings and exceptions showing you how they apply to your newly entered pledge/payments in real time.  

• Learn more about Letter Review here.

• Learn more about Letters Print Queue here.

Sample pop-up: 

• This pop-up will only appear if Letters: Receipts/Payment Acknowledgements are turned on.

• Entering a pledge will not generate this pop-up.

• Clicking  or anywhere out of the page (greyed out area) will close the pop-up without making changes to the letter.

• Select   to skip the letter.

• Select   to open to a detailed review screen.  This option lets you incorporate review into your data entry workflow.   Learn more about the Review Letters screen here.

• The pop-up contains all the information about the Letter.  We recommend that you always take a look at the pop-up to make sure the results are to your company's desire.
  It tells you:

  • Whether a Receipt or Payment Acknowledgement was generated.

    • Example:  , here the pop-up is saying that a Payment Acknowledgement was generated as the payment is non-deductible.

  • If it will be emailed or sent to the print queue.

    • Example:  , here it is telling you that it was sent to the Print Queue because the account does not have an email address.

  • If it needs review to be sent.

    • Example:  , here it is saying that only after review will the receipt be sent to the Print Queue.

  • If Letter is set to skip and why.

    • Example:  , here it is saying the the receipt was skipped.
      If expand you can see why:
       , this is because you had an exception and this payment fit into this exception.

  • If email/address information is missing.

    • Example:  , here it is saying that the email address is missing so it will be send to the Print Queue.

• Open the drop-down (circled red) for more detailed information regarding the letter.

  

  

• If the account has no email nor address on file the following message will appear and the letter will not generate.

  

  • To enter in the missing information:

    • Use the dropdown arrow to expand the screen.

    • Select the + sign next to the missing data line.

    • Fill in the data and Save.