Add an acknowledgement letter to a batch entry

1. On the batch data entry screen, select the transaction with which to associate an acknowledgement letter.

2. On the action bar, select Letters. The Letters screen appears.

   Note: To access the Letters screen, you can also press Ctrl + E on the keyboard or select Letters on the toolbar.

3. In the Letter type field, select whether to send a revenue or tribute acknowledgement letter to a constituent.

4. In the Tribute field, if you selected “Tribute” in the Letter type field, select the tribute you want to acknowledge.

5. In the Letter field, select the letter the constituent receives. The options that appear are the letters available in Acknowledgements.

6. In the Acknowledgee field, enter the constituent to receive the letter. To search for a constituent, select the binoculars and use the Constituent Search screen.

7. In the Acknowledge date field, enter the date you plan to mail the letter to the constituent.

8. For revenue letters, select the Out of date checkbox if you want to generate a new acknowledgement for the selected revenue.

9. Select Clear dates to clear the process date and acknowledge date associated with a previous process