Donation Processing
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Rules were established associated with Pledge Reminders and Thank You Letters in the campaign set-up section. Donor pledge installments “drop” and generate in the Print Queue and are ready for processing on the date you established on the campaign screen.
We recommend it be very close to the beginning of the month. Once processed, those reminders will show here to keep track of those reminder batches that have been printed and/or sent to donors.
Here you can see:
- The created-on date (Same as the processed date)
- Letter Type
- Campaign
- When the letters were Processed and by Who
- When the letters were Printed
- The number of letters printed in the batch
You also have an option to export the data to a CSV file, if needed.
Note - A record of the letter will be stamped on the individual record from their Fundraising Tab under Donation Processing.