Build-On Tutorial:

Receipts

Memberships Template: Receipts

Overview

Tutorial summary

This Build-On lets your users easily send donation receipts to members who have supported your organization with donations. You will create a form letter thanking the donor, and communicating the donation amount and the campaign it was for, so your donor can retain the receipt for their records.

What to expect

When you’re done with this Build-On, your team will be able to:

  • Click a button to create a PDF of a donation receipt

Getting started

You will need a few elements before you begin this tutorial.

1. FileMaker Pro Advanced

You will use FileMaker Pro Advanced on your desktop to do all of the work in these tutorials. This is used both for development and to access your FileMaker app on the desktop.

If you don’t have a copy, you can download a free trial.

Download FileMaker Pro Advanced

2. Memberships Template core file

Before you begin, download the Memberships template core file. If you have already made adjustments to it, either on your own or from another Build-On, make sure to save a copy as a back-up before beginning this tutorial.

When you’re ready to begin, open the file on your desktop with FileMaker Pro Advanced, then you can walk through each lesson, step by step.

Download core file

Begin Tutorial