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The Receipts Module
is a comprehensive transaction processing system that provides the ability to
easily process donations, pledges, or any other receipt you might have. Of
course, all the standard functions are easily handled, from invoicing to
generating receipts and “Thank you” letters, however, the SCI Receipts Module
provides much more.
Each receipt is part of a batch which is assigned to a specific operator.
Batching of receipts helps to catch errors when totaling amounts for a bank
deposit.
All aspects of receipt entry have been designed with ease-of-entry and access in
mind. All processing and lookups can be accomplished within the entry screens.
Advanced entry techniques such as scanning and OCR can also be incorporated.
The powerful “Donor Locator: is used when entering receipts. This lets you find
the correct donor based on many different possible cross-references. In fact,
the entire Donor Module is at your fingertips, from within the receipt! You can
display, print, or enter information about a donor as if it had been accessed
right from the donor module.
Multiple donations as well as pledges and premium item orders, or any
combination, can all be entered in the same receipt. Each entry can be
associated with its own motivation and gift designation.
When a pledge donation is encountered, you can transfer control to the pledge
screen where detailed pledge information is maintained.
When a premium order is entered, the operator needs only specify how many of
each item has been ordered. The system automatically determines how much of the
gift amount goes towards the premium and how much is a donation. These amounts
are reflected on the receipt and become part of the donor’s donation history. A
packing list can even be generated for shipment of the premiums items ordered.
Donor “Thank you” letters are automatically chosen by the system based upon
which letters have already been sent to the donor, as well as other user defined
parameters such as motivation and gift designation. This ties in directly with
the Letters Module where used designed letters add a personal touch to
acknowledging your donors’ gifts.
Special comments can be entered that will print on the receipt or on the “Thank
you” letter.
Miscellaneous cash entry enables you to keep track of any non-invoiced cash
received.
Full accounts receivable functionality exists including: on-account payments,
credits, and the ability to automatically generate a refund check through the
Accounts Payable Module.
And much more! |
