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I am a non-profit and need to send thank you letters to my donors. How do I do that?

edited Apr 2, 2020 3:03PM in Ask A Guru 3 comments

I am a non-profit and I need to be able to send a thank you letter that shows the amount and date of the donation. In my legacy system I was able to do this but all I can get now is a sales receipt and this is not what we want to send to our donors. I have created a letter,  mail merged the fields and uploaded it to my file cabinet but I can't figure out how to make this my default receipt. Is this possible?

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