ReceiptManager offers the ability to create receipts for up to 200 Contacts or Organization at once(Salesforce Listview limitation). 

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.


CRA Individual (Contact)

  • Contacts to Receipt last year Save/Send 
  • Contacts to Receipt last year Save-only
  • Contacts to Receipt this year Save/Send 
  • Contacts to Receipt this year Save-only

 

IRS Individual (Contact)

  • Contacts with Donations last year Save/Send 
  • Contacts with Donations last year Save-only
  • Contacts with Donations this year Save/Send 
  • Contacts with Donations this year Save-only

 

CRA Organization (Account)

  • Accounts to Receipt last year Save/Send 
  • Accounts to Receipt last year Save-only
  • Accounts to Receipt this year Save/Send 
  • Accounts to Receipt this year Save-only

IRS Organization (Account)

  • Accounts with Donations last year Save/Send 
  • Accounts with Donations last year Save-only
  • Accounts with Donations this year Save/Send 
  • Accounts with Donations this year Save-only

 

Listviews

To create a receipt batch follow these steps:


  1.  From any listview select one or more contacts (upto 200 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 Validated Contacts (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 when the batch is initiated and will update to Processed when the batch receipting is complete.  If the receipt batch is to be saved, the SaveDontSendReceipt check box will be checked.

 


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 as noted above.  To view the batch details, navigate to the Related tab and scroll down to the Batch Record section. Listed there will be all the Batch Records with links to the receipt records. Select View All at the bottom of the Batch Record section to see the entire batch.

If the choice was to Save the Receipts, a PDF file containing collated copies of all the receipts in the batch, will be attached to the Notes and Attachments section in the related tab. The PDF receipt file(s) may be sent to a printer to print all the receipts in bulk to then send to Donors via postal mail. 

Note: Each PDF file will contain a max of 10 receipts so for a batch of 200 Contacts or Accounts, there will be up to a max of 20 attached PDF receipt files. Tools such as Dataloader.io can be used to extract the PDF files on mass.  



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