thankQ Help
Some contacts will require receipts for every payment they make. Other contacts will require only yearly summaries. And some contacts may want both receipts and receipt summaries.
Mailing Preferences for receipts and/or receipt summaries can be set up in the Contact form for individual contacts, and in the Lookup Values form for system default settings.
Receipt and Summary settings affect the way payments are processed in thankQ.
Receipt Required |
Receipt Summary |
|
Yes |
Will get a receipt for all payments. |
Will get an end of year Tax Receipt Summary. |
No |
Will not get a receipt for payments during the year. |
Will not get an end of year Tax Receipt Summary. |
