Tax Receipts

  1. Can I use Sumac to make PDF tax receipts? How can I email tax receipts using Sumac?

  2. Sumac can do a mail merge directly with a pdf template, and can then email them to the donors directly. This saves many steps in the receipting process. The Sumac Users Guide explains how to put formulas into fields in PDF documents to create the template. When Sumac does a mail merge with a pdf template, it can encrypt the resulting document with a key that is not known to anyone, so the document cannot be changed, thereby satisfying government rules for electronic receipts. Then click Mailing/Email Receipts in the Donations list window to email them.

    Make Donation Receipts Training Video
    Sumac Receipt Templates