Gift Receipting

To help donors track their charitable giving, you should provide a receipt for their gifts. You can issue a single receipt per gift or send donors a statement for all the gifts they've donated within a selected date range. From Gifts, Receipts, you can send receipts via email or PDF, set the receipt status of gifts, create email templates, and receipt series. Receipts include organizational information that is often required or expected on a receipt document. For more information, see Acknowledgments and Receipts.

The following gifts can be receipted in Receipts:

  • Gifts with a Gift type of One-time, Recurring gift payment, Pledge payment, Gift-in-kind, Other, Stock, and Sold stock.

    Note: For Gift-in-kind, Other, Stock, and Sold stock gifts, the amount is not displayed on the receipt. To generate a receipt with the amount for these gift types, go to database view.

  • Gifts added directly to a record

  • Gifts added through Import, if the gift type can be receipted and the current Gift Receipt Status is Not receipted.

    Note: If the gift is still in a batch, the batch must be approved before it can be receipted. For more information see Gift Batches.

Email gift receipts

You can email receipts for individual gifts or multiple gifts at once to save time.

  1. In Gifts, Receipts, select gifts that need receipts under Not receipted.

  2. Select Email receipts (#).

  3. Under Receipt template, select an email template that will apply to all the receipts you email out.

    Note: To edit the default receipt template or create new ones, see Create or edit email receipt templates.

  4. To automatically update the gifts' status on their records, select Mark as receipted or Mark as acknowledged. The status is updated on the gift record as soon as you select Save.

  5. Select Send.

Tip: Check the status of emails in Status under Email tasks.

Generate PDFs for gifts

  1. Under Constituents, select one or more constituents.

  2. Select Generate PDF receipts (#).

  3. Keep the default PDF task name or enter a different one. The PDF task name displays under the PDFs tab for you to identify and download the PDFs once they've generated. For more information, see Download gift receipt PDFs.

  4. Choose whether to mark the gifts as receipted or acknowledged.

  5. Select Generate (#).

    Note: To download the generated PDFs, select the PDFs tab.

Mark a gift as "Receipted"

If you issued a receipt for a gift outside of Raiser's Edge NXT, you can mark the gift as receipted, which will update the gift's status to Receipted without generating or sending a receipt. Under Not receipted, select the gift from the list, and then select Mark as receipted.

Note: Marking a gift as Receipted doesn't update acknowledgment details. For more information, see Acknowledgements and Receipts.

Mark a gift as "Do not receipt"

If a gift does not need a receipt, under Not receipted, select the gift from the list and then select Mark as "Do not receipt". The gift will be removed from the Not receipted list.

Tip: TheContribution amount field on the receipt is called the Receipt amount on the gift's record.

Note: If you're using optimized donation forms to take test donations, receipts aren't generated for test donations. Don't have optimized donation forms? Expect its wider release in a future update.

Note: 0 gifts and gifts with $0 contribution amount appear for reference but can't be receipted.

Note: You can't send a receipt for a gift if its contribution amount is greater than the gift amount. To receipt these gifts, first update the contribution amount in the database view.

From Gifts, Receipts, you can adjust which the gifts display by date and fund using the FilterFilter. For more information, see Filter receipt lists.