Receipt Preferences

Receipt preferences include two types: Per payment and Consolidated. Your system administrator can establish a system setting to use to receipt payments for recurring gift and pledge. For more information, see Receipt and Acknowledgement Preferences. Other gifts, such as a one time cash gift, default to a per payment receipt type automatically.

If a constituent has a receipt preference, the preference is stored in the constituent record. To do this, select Communications in the More information frame. A constituent’s preference overrides the system default preference. For more information, see the Constituent Page section of the help file.

A constituent’s receipt preference for an individual gift overrides the constituent record receipt preference. For example, Marilyn Mahoney’s receipt preference is consolidated. However, Marilyn donates a $5000 check and wants a receipt for the gift immediately. To do this, select Change receipt preference in the Tasks frame on the gift record. Marilyn receives the receipt for the $5000 gift. Her other gifts are not receipted until you generate consolidated receipts. For more information about changing the gift receipt preference, see the Change Receipt Preference section of the help file.