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." 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.

To change the preference, access the record of the payment and select Change receipt preference under Tasks. When a message appears to ask whether to change the receipt preference, select Yes. You return to the payment record.