Learn · Chapter 7

Receipts and documents

Generate, issue, correct and send the documents your donors keep.

A receipt is the donor's record of their gift. That single fact explains everything about how Mich handles them:

Receipts are numbered in sequence, because a numbered series is auditable and a bag of loose documents is not.
A mistake is corrected by voiding and replacing, never by editing or deleting. A gap in a numbered series is a problem; an audited correction is not.
Acknowledgments for pledges are kept separate, with their own template and numbering, because no money has arrived yet and they are not receipts.

Receipts are built by mail-merge from templates you supply, so they carry your own letterhead and wording.

Tutorials in this chapter

1 Find what still needs a receipt Use the Record Not Generated queue to see every gift still without a document. Basic 2 Generate receipts from the queue Produce documents for one record or many, in a single pass. Basic 3 Issue a receipt Commit a draft receipt, assigning its sequential number. Basic 4 Void and replace a receipt Correct an issued receipt without deleting it or breaking the numbering. Advanced 5 Create an HTML receipt Produce a receipt you can preview, print or paste into your own email, with no email account. Intermediate 6 Choose your receipt templates Point Mich at your own Word templates and decide where generated files are filed. Advanced