Receipt and Acknowledgement Preferences

Constituents can choose how they want to receive receipts — one receipt for each payment or one receipt that includes multiple payments. If a constituent has a receipt preference, it is stored under Mail preferences on the Communications tab of the constituent record. On the Receipt and Acknowledgement Preferences page, you can configure how to receipt payments for recurring gift payments and pledge payments for constituents who do not have a receipt preference. Other gifts, such as a one-time cash gift, default to a per payment receipt type automatically.

You can also specify whether users can re-receipt and re-acknowledge payments to generate new receipts and acknowledgements for previously receipted and acknowledged payments. For re-receipts, you can choose to generate new receipt numbers and/or use the same receipt numbers.

You can also create receipt stacks which allow you to configure groups of receipts. After you create a receipt stack, you can select it from the Receipt process and enter the criteria for the program to include in the process. For example, if you have paper and online receipts, you can create stacks for each and configure the process to only include online receipts for the online stack and paper receipts for the paper stack. For information about receipt stacks, seeReceipt Stacks.

Note: Using separate receipt stacks to track different types of receipts is required by law in Canada and other countries. Check with your local tax authority.

To configure the preferences for acknowledgements and receipts, from Marketing and Communications, select Receipt and acknowledgement preferences under Configuration. The Receipt and Acknowledgement Preferences page appears.