Print Receipting Process

This is the process for our clients’ print receipting.

RECEIPTS:

  1. CopyRight Jax now maintains our receipting materials, and prints on a weekly basis for each client, as needed.
  2. Julia keeps them stocked with the envelopes we like to use (or the pre-printed envelopes for clients that request them, like HTP)
  3. Database team will continue assigning receipts to a task for Julia to monitor. These tasks should also have the tag ‘Print Receipts’
  4. Julia is in charge of sending all receipts to the printer. Her role is to review the mail merge docs for merge errors/blatant spelling mistakes, convert to PDFs, and send the stuffing instructions to the printer for each receipt.
  5. Here is the doc where we have recorded stuffing instructions for each client.
Top