Setting up a payment slip

Patricia Buss -

To set up payment slips

Deposit slips without a reference number can be ordered via the donation form as either a physical slip sent to the organisation or as a downloadable PDF file.

  • Physical slips: you must provide the donor with the deposit slip after the donation.
  • Downloadable PDFs: we need a copy of what you would like on the slip, so that we can include the details in your e-payment. 

 

Can I generate payment slips that include a reference number?

Yes. To do this, a CRM connector is required as reference numbers are generated directly by the CRM.

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