Receipt and Acknowledgment 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 acknowledgments and receipts, from Marketing and Communications, select Receipt and acknowledgement preferences under Configuration. The Receipt and Acknowledgment Preferences page appears.

If a constituent has a receipt preference, the program stores the preference on the constituent record. Receipt preference types are "Per payment" or "Consolidated." Although the setting you select on the constituent record determines the receipt preference for all payments for the selected constituent, you can change the receipt preference on the payment level for a single payment. For example, if the receipt preference is set to "Per payment" on the constituent record, a message appears to ask whether to change the receipt preference to "Consolidated."

The Receipt preference field in the Status section of Transaction summary indicates whether the receipt preference is consolidated or per payment.

  1. To change a constituent’s receipt process, go to a payment record for that constituent or add a payment.

  2. Under Tasks, select Change receipt preference .

  3. A confirmation message appears. Select Yes. You return to the payment record.

See Change receipt process