Support Centre

ReceiptManager offers the ability to create receipts for up to 90 Contacts or Organization at once. 

Note that while any group of Contacts/Accounts can be selected and added to a Receipt/Giving Summary Batch, a validation process is run to ensure all the selected records meet the appropriate criteria above. If there are any records that do not meet the criteria, this will be identified, and the process will not be able to continue until the offending records are fixed or removed. 

Listviews 

For convenience, receiptManager includes Listviews that will only show records in compliance, so these are recommended.

Listviews

To create a receipt batch follow these steps:

1.  From any listview select one or more contacts (upto 90 contacts or accounts)
2. Once a valid group of Contacts/Accounts have been selected, a final opportunity to update the type of Receipt/Giving Summary Batch and calendar year is presented with associated revalidation.

The Receipt Batch Name will be auto-generated with an appropriate name but can be overwritten with a more meaningful name as required.

Process the Receipt Batch

1. Once the User is satisfied with the validated Receipt/Giving Summary Batch, select Process Contact (or Organization) Batch button. The process will initiate the Receipt Batch process and direct the User to that record. 

Note the Receipt Batch has a status of Created and no Receipts are associated with the Contacts that are included in the Batch.

Depending on the size of the Batch, after a short time, the Receipt records will be created, saved and optionally Sent (Emailed) if that option was chosen when the Batch was created. When the process is complete, the Status of the Batch will change to Processed.

An Email will be sent to the User that initiated the Receipt Batch when the Batch when the process is complete.