Contribution Groupings in CiviCRM 4.6

New feature! CiviCRM 4.6 now has the ability to group multiple donations in a single PDF letter. Do you want to be able to send one tax deduction letter for all of the qualified donations of a single contributor? Save time and resources and use this new feature in a few simple steps.<!--break-->
Here's how:

  1. Search for the contributions you want to include in the PDF letter
  2. Select the contributions that you want included in your letters. You can select contributions from more than one contact. 
  3. Select Thank-you Letter for Contributions
  4. For Group contributions by select Contact
  5. For Separator (grouped contributions) select Table Cell
  6. Select the option that works best for you for Print and email option
  7. Select a template or write a new letter

Below is an example using my selected tokens:

{contact.postal_greeting}

Thank you for donating {$contribution_aggregate} to help the arts during this financial year.

Your donation is tax deductible and the details are given below.

Date Amount Receipt Number
{$date} {$contribution.total_amount} {$contribution.id}

 

 

This is what the letter will look like when merged:

To save time later, consider creating a template for these letters.

Here's how:
1. Select Administer -> Communications -> Message Templates.
2. Click Add Message Template.
3. Add the same content that you would if writing the letter for a single use.
4. Save and you will have a new template available to you for use in the future!