Receipt Series

If your organization has multiple offices or locations, you can use Receipt series to track where each of your receipts were issued from. Create unique prefixes to attach to the receipt numbers, and set different starting receipt numbers for each location.

To edit, change the default, or inactivate a receipt series in the list, select its menu icon .

  1. Enter a unique name for the receipt series that helps you identify which of your organization's offices it came from.

  2. Enter a receipt number prefix. This can be letters and / or symbols that help you identify which of your organization's offices it came from.

  3. For First in series, enter the first receipt number for this series.

  4. Under Location issued, enter your the address of the office where these receipts will be issued from.

  5. Select Make default to make this the default receipt series, meaning it will be the preselected option for Receipt Series when you email receipts or generate PDF receipts.

    Note: If this receipt series is already the default, you can't deselect Make Default because you must always have a default receipt series. To change the default series, select a different receipt series and select Make Default on it.

From Receipt series, select the name of an existing receipt series to open a list of all the gifts receipted in the series.

  • Select Duplicate receipt to resend the receipt with the original receipt number and date.

  • Select Replace receipt to resend the receipt with a new receipt number.

  • Select Cancel to void the receipt and remove the receipt number from the receipt series.

You can create a PDF copy of any receipt for your company's auditor.

  1. From a receipt series list, select Generate audit document from a receipt's menu.

  2. Select Audit document.

  3. On Audit documents, select Download documents.