Generate Sustaining Receipts

When sustaining receipts is enabled and you've configured and uploaded a sustaining receipt template, you can generate aggregated sustaining receipts that include all of the sustaining gifts for the date range you choose. You can complete this for all sustaining donors, individual sustaining donors, or groups of sustaining donors.

  1. In Setup > Receipt Manager, find the receipt template for which you want to generate receipts.

  2. In the Actions column, click Generations.

  3. Click Generate Receipts.

  4. On the Select Audience page,

    1. Enter the Name to describe this receipt list.

    2. For Start Date, choose the beginning date for the date range of the transactions.

    3. For End Date, choose the end date for the date range of the transactions.

      Note: When choosing the end date, keep in mind that it is inclusive. For example, to generate sustaining receipts for the year, choose a date range of Jan 1 to Dec 31.

    4. For Choose a campaign, search for the donation campaign.

      Note: Only donation campaigns associated with this receipt template appear in the list.

    5. For Select Constituents, choose an option:

      • Everyone with a sustaining gift

      • A specific constituent with a sustaining gift - Use the search to find and select the constituent.

      • Target group(s) - On the Browse tab, click the Group Type, then click the Group Name.

  5. Click Next.

  6. On the Generation Overview page, review the details. The summary includes:

    • For Receipts

      • Number of Receipts represents the number of receipts for this generation

      • Total Amount of Donations to Receipt represents the amount in donations that is being receipted for this generation

      • Total Amount of Advantage to Receipt represents the value of goods received (the fair market value)

      • Total Amount of Eligible Donations to Receipt represents the tax deductible portion of the donations

    • For Receipt Criteria

      • Name for Generation represents the name you entered for this generation

      • Gift Date Range represents the date range selected

      • Campaign represents the donation campaign associated with the receipt template for this generation

      • Audience represents the constituents that will receive a sustaining receipt

  7. For Preview Constituent data for this Campaign, you can search for and select a constituent, then click Preview to view their receipt. Click Cancel or the X in the upper-right corner to remove the preview.

    Note: All constituents display in the scroll list, but only those with generated receipts have data to preview.

  8. Click Finish.

  9. On the Generations page, receipts process immediately. You'll see a message regarding the status of the generation.

    Note: To see the most up to date status of the Generation, click Refresh in your browser.