Configure system receipt preferences

1. From Marketing and Communications, select Receipt and acknowledgement preferences under Configuration. The Receipt And Acknowledgement Preferences page appears.

2. Under Receipt preferences, select Edit. The Configure system receipt preferences screen appears.

3. The "Per payment" preference processes a receipt for each payment from a constituent. The "Consolidated" preference processes one receipt for multiple payments from one constituent.

   By default, the program is set to receipt recurring gifts and pledge payments per payment. To change the system default setting to consolidate receipts, select "Consolidated" in the Recurring gift payments field or Pledge payments field. These settings apply to constituents who do not have a receipt preference on the constituent record.

4. To comply with regulations that require an explanation for reprinted or reissued receipts, select Apply strict receipt rules. When you select this option, the program requires a reason code when users re-receipt payments. Apply strict receipt rules also disables the option to include receipts with marketing acknowledgement letters.

5. To allow users to process new receipts for payments previously receipted, select which methods to allow for receipt numbers. The selected methods appear as options when users mark a payment for re-receipt and on the receipt process.

   • To generate new receipt numbers for previously receipted payments, select Allow new receipt numbers for re-receipt payments. With this option selected, users can opt to generate a new receipt number when they mark a receipt for re-receipt.

   • To process the same receipt number for previously receipted payments, select Allow the same receipt numbers for re-receipt payments.

6. Select Save. You return to the Receipt And Acknowledgement Preferences page.