Review Receipts

From the Review Receipts tab, view details for each run of your receipt processes. For example, you can view output information for the End of Year Receipts, Major Gifts Receipts, and Monthly Receipts processes at the same time in the Receipt processes grid.

The Receipt processes grid lists information such as the Status of the process, when it was Started, and the Records processed. Depending on your security rights and system role, you perform functions to manage receipt processes in the database.

• Download output file: To save a copy of the output file to your hard drive or network, select Download output file. A Save as screen appears for you to name your file and browse to a location on your hard drive or network to save the output file.

• Merge: To merge the letters for your receipts, select Merge, letter. The receipts merge automatically in Word. Save the merged receipt document on your hard drive or network. To merge the data for your labels, select Merge, label. The your labels merge automatically in Word. Save the merged label document on your hard drive or network.

  Warning: If the Merge buttons are disabled, check your receipt process to confirm you selected the Word templates in the Letter template and Label template fields.

• Mark receipted: If you do not select the Mark revenue ‘Receipted’ when process completes checkbox when you add or edit the process, this button is enabled. To mark the revenue in the process receipted, select the process and select Mark receipted. A confirmation message appears. To change the Receipt status to Receipted, select Yes.

• Mark for re-receipt: If you want to mark all payments within a process for re-receipt, select it and select Mark for re-receipt. The Re-receipt payments screen appears. Enter a reason, details about the reason, and select if you want the process to generate new numbers. If you clear the checkbox, the process uses the same numbers. All information entered on the Re-receipt payments screen is added to each payment.

• Unmark for re-receipt: If you want to unmark all payments within a process for re-receipt, select it and select Unmark for re-receipt. A confirmation message appears. Select Yes. All payments originally marked for re-receipt are now unmarked.

• Clear results: To run a receipt process again, use Clear results to reverse the process. For example, you process receipts with the wrong receipt date. To undo the process, select Clear results. Then, run the process again with the correct receipt date. When you clear results, the output and merged documents are deleted, the receipt date and number (if applicable) is deleted on the payment, the receipt status becomes “Not receipted” on the payment and the next available receipt number returns to the number prior to running the process.