The Receipt Menu

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   The Receipt Menu

Note: In the Evaluation version of the program (the paid version, before you pay and receive your license key) only the Current Donor Sample menu option on  this menu can be used successfully. All of the other menu options will merely give a message, explaining that you need to pay for the program, get a license key and install it, before they will work.

 

Also, in the feature-limited Lite version of the program, the All Donors and Filtered Donors menu options below are not available, so receipts must be created one at a time.

 

Current Donor OriginalPrint or view a receipt for all unreceipted but receiptable donations for the currently selected donor.

 

Current Donor

 Duplicate/CorrectedPrint one duplicate or corrected receipt, for the currently selected donor, for the receipt number of the currently selected donation (which must be listed with a receipt number in the Donations area of the main window).

 

Current Donor SamplePrint a sample receipt for all unreceipted but receiptable donations for the currently selected donor. It will have "SAMPLE ONLY" written in the background on the receipt, and will not save any receipt information back to the database.

 

Duplicate/Corrected
 by NumberPrint a duplicate or corrected receipt. You enter the receipt number in a dialog box, rather than having to be pointing to it as in Current Donor Duplicate/Corrected.

 

Reprint RangeReprint original (or duplicate or corrected) receipts. You enter the starting and ending receipt numbers in a dialog box, then it redisplays them on the screen and allows you to print them, optionally marked as Duplicate/Replacement or Corrected.

 

All DonorsPrint or view receipts for all unreceipted but receiptable donations for all donors. (Not available in the Lite version of the program.)

 

Filtered DonorsPrint or view receipts for selected donations or donors, based on several criteria that you can enter in a dialog box, for example the minimum donation amount. (Not available in the Lite version of the program.)
 
Delete RangeDeletes a range of receipt numbers, for receipts created in error and not yet sent to the donors. You enter the starting and ending receipt numbers to delete in a dialog box.

 

In the above options, to properly understand which donations are "receiptable", please see Non-Receiptable Donors and Donations.

 

Also, for Canadian users, the options on this main-level Receipt menu (except for Delete Range) ignore all donations whose Cheque # / Paid By value is "Gift in Kind". See Gifts in Kind for more details. Also, the following menu option then appears on this menu:

 

Gift in Kind ReceiptsThis menu option brings you to the Gift in Kind Receipts sub-menu, used for creating receipts for Gift in Kind donations for Canadian users. It does not appear unless the option mentioned in the previous paragraph is selected.

 

See Generating Charitable Receipts for more details on the entries in this menu.