Contribution Receipts - Year-End or Single

End-of-Year printing of all donation receipts

When your Jewel “Next Step” says “Print Receipts,” and Jewel asks if you are ready, click “No” and check three things.

1. Go to Maintenance/Properties/Reports Tab. Use the drop-down arrow to choose “Calendar Year Reports. Make sure that the “Report Type” is set to “Receipt Summary – Last Calendar Year.” If it is not, use the “Add/Delete” buttons. Delete what is there and Add “Receipt Summary – Last Calendar Year.” Click the green “OK √” in the top right to save and leave.
2. Go to Reports and Graphs/Contribution. Set the Date Range for the year you are printing and set it to sort “By Donor” which shows you a one-line-per-donor list. Scanning down through this list before you print receipts gives you a chance to catch any glaring errors. You might see a child’s name with their parent’s tithe posted to it. Or an elderly person on a fixed income or a deceased member with a huge donation that was mis-posted. You know your members and their giving habits. Scroll down through and see if anything odd jumps out at you. Fixing errors before you print is helpful and will save time in the long run. While you are at it, fix any spelling or formatting errors you find.
3. Make sure your printer has enough paper and ink to finish the print job. Don’t start printing with your “ink low” light flashing. Load the paper tray. Now you are ready to print. Return to the “Print Receipts” next step button. Click “Yes.”
4. Once they are printed, don’t forget to sign them before you hand them out. If you have a lot of receipts to sign, a signature can be loaded into Jewel under the “Church Info” tab of the Properties page. Using #9 double window envelopes, fold and insert so the name and address shows. You can start handing out receipts at church as soon as they are printed and you can mail the ones that are left. Receipts are required to be distributed or in the mail before January 31, but earlier is better.

Reprinting Individual Donation Receipts

When you need to print/reprint a donation receipt for an individual or couple, follow these instructions.

1. Go to “Reports and Graphs/Receipts”
2. In the small center window, click on “Single” and find the name(s) you wish to reprint by entering the last name and using the down arrow to scroll until you locate it. Click “OK √”
3. Verify the date range
4. Verify “Summary”
5. Click “Print“
6. Don’t forget to sign it, if needed.