Consolidated receipts can be created for un-receipted donations / instalments that are associated with a Contact or an Account. Both One time donation and Recurring installments will be included and cannot be chosen separately. If a combined Receipt is not desired, one can navigate to the One Time/installment donations and receipt each individually. Any already receipted Opportunities in the selected tax year will not be included in the Create Consolidated Receipt process.
The 'Create Consolidated Receipt' button is available on the specific Contact or Account record to be receipted as shown below.
To issue a consolidated receipt, once on the Contact or Account in question, select the "Create Consolidated Receipt" Button shown below. Upon selection, a new UI window will open allowing for:
1. Choosing to send or save the Receipt PDF.
a. If sending, the Receipt PDF will be emailed to the Donor email address recorded on the Donor Contact record. The Email template content sent will be that defined in the Giving Summary template which can be viewed via the Email templated configured in the default Form Configuration.
b. If saving the Receipt PDF, the PDF will be save as a file in the Files tab within the Receipt record.
Note- the Receipt link is available on the Opportunity record in the Compact layout.
2. Choosing the Tax year. Some notes:
a. The tax year is calendar based. ie Jan 1st to Dec 31st of the year select
b. If the Create Consolidated Receipt button is triggered at any point during the year, those unreceipted One time and Recurring installments will be selected to be included in the receipt process. A Consolidated Receipt process triggered later in the year will not include those already receipted.
Note - The interim triggering of a receipt can be used when and if the CRA allows for Donors to include Donation made during the beginning of the year, following the tax year in question.
3. The UI shows the number of One time Donations and Recurring installments that will be included in the Receipt PDF. After reviewing the details, the 'Process Giving Summary' can be selected to initiate the receipting process.