When your Jewel “NextStep” says “Print Receipts,” and Jewel asks if you are ready, click “No” and check three things.
Note: You may wish to print to a pdf file before printing to paper. This will give you a chance to look over the receipts for errors or omissions before printing on paper. Larger churches may find it easier to print from the pdf file, rather than directly from Jewel, as it will be easier to select specific page ranges to print.
If your NextStep button says "Print Receipts", click it, then click Yes.
Otherwise:
Once the receipts 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.
When you need to print/reprint a donation receipt for an individual or couple, follow these instructions.
Click here for mailing envelope specifics.
First, click OK on the smaller window in the middle of the screen (the one with the big pink flower), where you choose whose receipts you want to print. Once that window is gone, you will be able to set the date and other options.
Turn on the Print Setup option in Maintenance / Properties / General tab. Then when you print, the print setup window will allow you to select your printer settings, including turning off two-sided printing.
Because the receipt file is often large, it sometimes gives trouble when other files don't. Reduce the Pages per Print Job in Maintenance / Properties / Reports tab, and see if that helps. Another option is to print to a pdf file, then open the pdf file and print it to paper. This will allow you to more easily choose page ranges to print, as well.
Go to Maintenance / Edit Names. In the left-hand column, select the donor whose receipt won't print. Check the Edit box in the center column, then check the "Get Receipt" box. Click OK to save. Follow the directions above to reprint the individual receipt needed.
Go to Maintenance / Edit Accounts. In the left-hand column, select the affected account. Check the Edit box in the center column, then check the "Tax Deductible" box. Click OK to save. Follow the instructions above to reprint the affected receipts.
Click here for more topics related to Reports
Click here for more topics related to Year-end Processes
The original version of this page was provided to Jewel by the Georgia-Cumberland Conference Audit Team. Created by Linda McCabe.