How do I print Pledge Reminder letters?

  • Updated

Applies to: Version 5.0

There are two ways to print Pledge Reminder Letters from PastPerfect: individually for a specific payment or all letters for payments due within a date range.

Please note that if you need to manually edit any of these letters, you should navigate to the specific pledge and print the reminder letter from the pledge screen instead of printing all reminder letters within a specified range.

Printing a letter for a specific pledge payment

  1. Navigate to the pledge (either from the Contact's record or through Pledges & Receipts).
  2. Double click on the specific pledge to view the Pledge Detail screen.
  3. On the Pledge Detail screen, select the payment that you want to send a letter for.
    pledge_letter_alt.png
  4. At the bottom of the screen, click the "Selected Payment Reminder Letter" button to open the Payment Reminder Letter with the payment information populated. 
  5. Use the "Print Letter" button to send the letter to your selected printer. You may also print an envelope from this same screen.
    • Note: If the Payment Reminder Letter does not populate correctly, or does not have up to-date information, you may want to review and/or rebuild the Default Reminder Letter for the pledge that is available at the lower left hand corner of the Pledge Detail Screen.
  6. After printing the letter and/or the envelope, a window will appear asking if you wish to add this entry to the Mail & Contact Log, click "Yes" to add the entry.
  7. Once your letter and envelope have printed, exit from the Pledge Detail screen to locate your next pledge and repeat the steps above.

Printing reminder letters for payments that fall within a specific date range

  1. From the Main Menu, click "Reports".
  2. Click "Pledges".
  3. In the center of the screen, select "Pledge Reminder Letters".
  4. Click "Run Selected Report".
    pledge_report_alt.png
  5. Select the Payment due date range you wish to print letters for (by default, the program will use the current month) and then click the "Preview & Print Letters" button.
  6. PastPerfect will create the mail merge letter for the number of pledge payments due during the specified time frame. You may print a test letter to ensure that the letters look correct, or click "Print All Letters" or "Print Selected Letters" to complete the merge and send the letters to your printer.
  7. Once all of the reminder letters are printed, you can add an entry to the Mail & Contact Log for this batch of reminder letters. You can then click "Close" and return back to the Reports Menu.

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