Adding a date to the yearly tax template
For Yearly Tax Receipt template, please add a "date" field so we show when the receipt is printed and sent. It's on the "tax receipt" for one time entries. Why not on the yearly tax receipt?
Ted Pena
shared this idea
05/24/2023: Templates: Added today_nice_date merge field to the following templates: invoice, checks, grant award letter, grant letter, internal grant letter, scholarship, yearly tax receipt. Added the grant award letter to have the advisor mailing label use the first last name, if there isn’t a mailing label filled out. Added advisor household label the grant letter template and the apply to spendable to tax receipt.
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Tiffany Peterson
commented
You can use the established mergefield from word to accomplish this until otherwise implemented. In word, under Insert, there is a Date & Time option in the text menu. This will update to current date/time based on selected format option within cSuite templates.