Run Receipt Process Screen

Process name

Process name displays the name entered in the Name field on the Add (or Edit) receipt process screen.

Receipt stack and Stack type

These fields display the receipt stack and stack type selected on the Add (or Edit) receipt process screen.

Use starting receipt number

The number that appears is the next available receipt number for the selected receipt stack. To change the starting receipt number, enter a new number. To reset it to the next available number for this stack, select Next Available.

If you are processing consolidated receipts, the same receipt number defaults for all gifts for a constituent.

Exclusions

To exclude constituents who request not to be contacted or solicited in certain ways, select Exclusions. The Exclusions screen appears. Exclusions help eliminate constituents from the process. For example, Mark Adamson requests that you not send email messages to him. If on his constituent page, through Communications, you add a solicit code that states “Do not email,” Mark will be removed from the process output when a matching exclusion is listed on the Exclusions screen.

For more information about the Exclusions screen, see Set Exclusions for a Correspondence Process.

Mark revenue ‘Receipted’ when process completes

To change the Receipt status on revenue from Not receipted to Receipted when the process completes, select this checkbox. If you do not select this checkbox, Pending appears in Receipt status when the process completes. The status remains Pending until you mark the revenue receipted or you clear the results.

To preview the data for accuracy after you run the process, do not select the checkbox. After you run a receipt process, you cannot run the process again for the same revenue.You can mark revenue receipted at a later time on the Recent Status tab or History tab. You can also mark revenue receipted on the Review Receipts tab.

Receipt date

When you select the Mark revenue ‘Receipted’ when process completes checkbox, this field enables. This date defaults on the payment in the Receipt date field. To select a date other than today’s date, select the drop down arrow and select <Specific date>. An additional field appears on the right for you to enter a date. To use a calendar to select the date, select the drop down arrow in this field.

Create selection from results

To create a new selection for a group of constituents or payments contained in the receipt process, select this checkbox. If you select this checkbox, the remaining fields and checkbox enables.

Selection type

When you select Create selection from results, this is a required field. Choose to create a Constituent or Revenue Transaction type of selection.

Selection name

When you select Create selection from results, this is a required field. Enter the name for the new selection the process generates.

Overwrite existing selection

To overwrite the selection selected in the Selection name field, select this checkbox.