Add Receipt Process

You establish a process to generate different types of receipts. For example, you can create monthly receipts for major gifts and save the settings you select as a receipt process. Each month you can call up the process when you need to generate major donor receipts again.

Note: The system administrator at your organization typically completes this process.

1. On the Receipts page, select Add. The Add a receipt process screen appears.

   For information about the items on this screen, see Add a Receipt Process Screen.

   For a detailed list of the default export fields, see Receipt Output.

2. To close the Add receipt process screen, select Save. You return to the Receipts page. The data you entered appears in the Receipt processes grid.