Generating receipts/thank-yous in Word
- Thread starter Bham45
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I ended up creating two forms--one simple and one with subform. The one that has the subform is actually how I'd like my letters to appear: It shows the donor's name and address and the subform shows all their individual donations. THAT'S exactly what I"m after in a thank-you letter.
P.S. I DID keep refreshing till the light bulb went on.
P.S. I DID keep refreshing till the light bulb went on.
I'm just not exactly sure how this will work since everything I've read says that mail merge only works from queries, not forms.
I don't really care which one we use--it's just that the form with subform gives me what I"m looking for. The simple one simply gives me every single donation -- with many from the same donors.
Should we start with the simple one and see if it does what I'm hoping for? (But again, I'm just not understanding how this will work from a form.)
P.S. I haven't told you lately how much I appreciate your help! :-D Tell me if you want me to go away for a few days...
I don't really care which one we use--it's just that the form with subform gives me what I"m looking for. The simple one simply gives me every single donation -- with many from the same donors.
Should we start with the simple one and see if it does what I'm hoping for? (But again, I'm just not understanding how this will work from a form.)
P.S. I haven't told you lately how much I appreciate your help! :-D Tell me if you want me to go away for a few days...
GinaWhipp
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It dfoes work from queries but it is run from Forms via Command Buttons.
I think we should start with whichever one you want to start with. That said, you will need to add a Command Button and let me know whether it will be merging all or a single record.
Why thank you! Always nice to here... I may get tired, it's 11pm here, and have to pick it up tomorrow but not a few days!
I think we should start with whichever one you want to start with. That said, you will need to add a Command Button and let me know whether it will be merging all or a single record.
Why thank you! Always nice to here... I may get tired, it's 11pm here, and have to pick it up tomorrow but not a few days!
Okay, I'm tired too. I'll use the form with subform tomorrow since it's got all the data I want. Haven't created a command button in years, but I'll await your instructions on what it should do/say.
Pleasant dreams...
Pleasant dreams...
Previously, the organization was simply saying, "Dear Joe, Thank you for your donation of $50.00..."
I would like a letter that says
"Dear Mr. and Mrs. Schmoe,
Thank you for supporting our organization with your generous donation(s):
Date of donation (tab) Amount (tab) PaymentMethod"
I want to convince the director to send these out quarterly instead of weekly so that multiple donations can be included in one letter. There doesn't have to be a total in the letter, but it might be nice...
Am I properly answering your question? I don't feel very sharp today...
I would like a letter that says
"Dear Mr. and Mrs. Schmoe,
Thank you for supporting our organization with your generous donation(s):
Date of donation (tab) Amount (tab) PaymentMethod"
I want to convince the director to send these out quarterly instead of weekly so that multiple donations can be included in one letter. There doesn't have to be a total in the letter, but it might be nice...
Am I properly answering your question? I don't feel very sharp today...
GinaWhipp
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Yes, you are... if you don't feel like answering today it's okay, I'll be around when conditions are better!
Okay, so here's my next question...
I send out a letter 1st quarter but what happens 2nd quarter? You don't want to repeat the 1st quarter donations do you?
Okay, so here's my next question...
I send out a letter 1st quarter but what happens 2nd quarter? You don't want to repeat the 1st quarter donations do you?
Good point. I would probably create a query that specifies a certain period of time.
However, I'm just now remembering that our parish sends a quarterly report that DOES include previous contributions, so that with each new one we can throw out the old report, ending with the 12/31/XX report that we use for tax prep.
EDIT: So we could compose the letter saying, "Thank you for the following year-to-date donations:"
However, I'm just now remembering that our parish sends a quarterly report that DOES include previous contributions, so that with each new one we can throw out the old report, ending with the 12/31/XX report that we use for tax prep.
EDIT: So we could compose the letter saying, "Thank you for the following year-to-date donations:"
Last edited:
Is there a way to fake a letter format in a report? In the db I was creating on my own, I was able to produce a report that had one page per donor and their multiple donations.
Personally, I thought it was pretty good and got the job done. I was able to show name and address in a header--would be nice if I could place it in such a way that would allow the name and address to show in a window envelope. Would that mean putting the name/address in the footer?
I already sent the director a sample of the report. He never replied which made me assume he didn't like it. But I just emailed again to ask him to tell me why it wouldn't do the job--hoping to spare us both the extra work involved in the mail merge issue.
Personally, I thought it was pretty good and got the job done. I was able to show name and address in a header--would be nice if I could place it in such a way that would allow the name and address to show in a window envelope. Would that mean putting the name/address in the footer?
I already sent the director a sample of the report. He never replied which made me assume he didn't like it. But I just emailed again to ask him to tell me why it wouldn't do the job--hoping to spare us both the extra work involved in the mail merge issue.
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