Can I use Sumac to make PDF tax receipts? How can I email tax receipts using Sumac?
• Sumac can do a mail merge directly with a pdf template, and can then email them to the donors directly. This saves many steps in the receipting process. The Sumac Administrator Manual explains how to put formulas into fields in PDF documents to create the template. When Sumac does a mail merge with a pdf template, it encrypts the resulting document with a key that is not known to anyone, so the document cannot be changed, thereby satisfying government rules for electronic receipts. Then use the Email Receipts button in the Donations list window to email them.