Consolidated receipts can be created for un-receipted donations / instalments that are organized under an NPSP Recurring Donation record. This is done from the Recurring Donation record.
To issue a consolidated receipt for a recurring donation, navigate to the Recurring Donation record, and select the "Send Consolidate Receipt" Button shown below.
On the popup, select the calendar year you wish to receipt. To maintain CRA compliance, the consolidated receipting function will only include gifts from one calendar year in a consolidate receipt. This selection defaults to the previous calendar year.
Next, select the gifts eligible for a receipt in that calendar year that you wish to include in the consolidated receipt and select the "Create Consolidated Receipt" button shown below.
The consolidated receipt will be email directly to the Donor.
Note - If one does not already exist, it may be useful to create a list view on the Recurring Donations tab to list only recurring donations with unreceipted donations associated with them. To do this, set the list view filter settings as shown below.
