Akubo Tip: Creating Receipts

Sending receipts or thank you letters to our donors makes them feel valued and appreciated. This establishes a relationship between you and your donor. In Akubo, after adding a donation, you can create a receipt that you can either print or email to your donors.

1. From the main page of Akubo, click on the Plus icon on the Transactions tile.

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Then search and select your donor.

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2. You will then see the Giving tab of the contact popup. Click Add Gift. Fill out the necessary information. You have the option to create a receipt immediately after adding a donation or do it later. Tick the checkbox Create Receipt Immediately or To be sent Receipt & Thank you.

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3. Click Add, then Update.

4. Create content of the receipt.

a. If you choose To be sent Receipt & Thank You, you can create a receipt by going to the Create Receipts & Thank You page. On the main page of Akubo, click Others, then Create Receipts & Thank You.

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On the listing page of receipts, click Create Receipt & Thank You. A Create Receipt popup will appear.

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b. If you choose to Create Receipt Immediately, a Create Receipt popup will appear. You can customize the Header/Footer text, even add an image for your logo.

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You can use the data fields that acts as a placeholder that will replace the text with the donor’s actual data. Hover on the link Data Fields to know the data fields that you can use.

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You can create a custom Header/Footer template and you can just choose from the list of templates on the Header/Footer dropdown.

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Creating a custom Header/Footer template:
– On the main page of Akubo, click Others, then click Notes.
– On the Notes page, click New Note.
– Under the Type dropdown, choose Receipt/Thank You Header or Receipt/Thank You Footer.

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– You can play with different fonts, formats, colors using the toolbar. You can insert images by clicking the image icon.

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– Click Save Note.

5. Click Create Receipt & Thank You.

6. To email the receipt, click Email Receipt & Thank You. You can also view it as a PDF or as an MS Word document.

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