Change Receipt Preference

If a constituent has a receipt preference, the program stores the preference on the constituent record.

Receipt preference types are "Per payment" or "Consolidated."

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.

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.

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

To configure default settings for all constituents, from Marketing and Communication, select Receipt and acknowledgement preferences (under Configuration). See Receipt and acknowledgment process