ReceiptrecordsinFundraisingandEngagementcontainallthereceiptinformationforatransaction.Auniquesequentialreceiptnumberisgeneratedforeachreceipt.
Areceiptrecordcanbegenerateddirectlyfromatransactionrecordasshowninthescreenshotbelow.Oncethetransactionhasbeenprocessed,theGenerateReceiptbuttoncanbefoundinthetaskbaratthetopoftherecord.
Pressingthisbuttonwillcreateareceiptnumberwithalinkedreceiptrecordinthereceipt#column.
AlistofallreceiptrecordscanbefoundintheReceiptsareaofthenavigationmenu.Ontherecord,youcanviewthefollowinginformation:
Thegenerated/printedcolumndisplaystheincrementalnumberoftimesthereceipthasbeenprintedorgenerated.Receiptissuedateisthedatethereceiptwasgenerated.Youcanindicateintheemaildeliverystatuscolumnwhetherthereceiptisreadytobedelivered.
ReceiptStacksareanadministrativefunctioninFundraisingandEngagementthatallowsyoutogroupreceipts,typicallybyfinancialyear.Eachreceiptstackusesauniqueprefixtohelpidentifyingeitherhow,when,orwhereareceiptisproduced.Forexample,ifanorganizationoperatesfrombothCaliforniaandNewYork,theymayaddaprefixofeitherCAorNYbeforethereceiptnumberforeasyidentification.Ortoeasilyidentifythatagiftwasreceiptedinthefinancialyearof2022,aprefixof22maybeaddedbeforethereceiptnumber.
AllreceiptstackscanbeaccessedviaReceiptStacksfromtheleftnavigationmenuintheGiftsareaofFundraisingandEngagement.
Youcanprovideaninternaldisplayname,whichisthenameforthereceiptstackasreferencedbyusers.Prefixisusedtoaddtotheuniquereceiptidentifier.Startingrangereferstothefirstnumberthatthesystemwilluseforreceiptinggifts,andwhichincrements.Currentrangewilldisplaythemostrecentreceiptnumberusedinthesolution.Youcanalsospecifytheyearthatthereceiptstackpertainsto.Forexample,ifagiftwasgivenin2022,itwillsearchforareceiptstackinthatyear.
InFundraisingandEngagement,itispossibletoaccessanaudittrailofactivitiesthatoccurredrelatedtoreceipts.ThiscanbeviewedfromtheReceiptLogarea.Receiptlogsareautomaticallyupdatedbasedonuseractivityandallowuserstoseewhenareceiptisvoidedorreissued.
Ifthegiftisrefundedorvoided,thereceiptcanalsobevoidedorreissuedviatheassociatedtransactionrecordforthegift.Fromthetransaction,theReceiptbuttoninthetaskbaratthetopoftherecordwillgivetheusertheoptiontoeitherselectVoid(Reissued)orVoid.Thiswillupdatethereceipt'sstatusanduniqueidentifiertoreflecttheactiontaken.
Toprintareceiptorathank-youletter,organizationsmustfirstsetuptheirowntemplateinFundraisingandEngagement.Thisallowsyoutocustomizethedocumentandspecifywheredynamiccolumnsappear.Thestepsbelowshowhowtouploadareceipttemplate,andthesamestepscanbeappliedforuploadingathank-youletter.
TemplatesettingscanbefoundinFundraisingandEngagementAdvancedSettings>Businesscategory>Templates>DocumentTemplates.
WithintheDocumentTemplatesettings,specifythetypeofdocumentyouwouldliketocreate.Tocreateareceipt,selectWordTemplate,andtheFilterbyentityoptionshouldbesettoReceipt.Dependingonthepurposeofthedocumenttemplatebeingcreated,therelevantentity(table)shouldbeselected.Then,clickSelectEntity.
YoucanthendownloadtheWordTemplatethatcontainstheexportedentityasXMLdata.ThereceiptcolumnscanbefoundbygoingtoDeveloper>XMLMappingPaneinWordandselectingthelastoptionintheCustomXMLPartdropdownlist.Here,youcanseethereceiptcolumns,whichcanbemappedwithinthereceipttemplateonWord.
ThecompletedtemplatedocumentcanbeuploadedbyclickingUploadTemplatebackintheAdvancedSettings.
Todownloadandusetemplatesthathavebeenactivated,navigatetotherecordandselectWordTemplatesfromthetaskbar.Theexamplebelowshowswherethiscanbefoundonatransactionrecordtoobtaintheprintedreceipt.
Similarly,togenerateathankyouletter,youcanclickthePrintThankYoubuttononadonorcommitmentrecord.