Manual Receipting

Although the Fundraising module provides a robust auto-receipting feature, you can use the user-generated manual receipting function when necessary. Because manual receipting and auto receipting are mutually exclusive, if you enter a manual receipt for a gift, a receipt is not auto-generated for the gift. Manual receipts are never printed; they are stored with the gift. Manual receipt numbers cannot be entered for single pledges or installment pledges. If you select a Gift Type of Single Pledge or Installment, the Receipt Number field and the Do not Print Receipt option are disabled on the Enter and edit gifts window.

To issue manual receipts

1. From Fundraising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
2. Enter a gift.
3. Enter a manual receipt number in the Receipt Number field.
4. Click Save.

Note: When you enter a receipt number, the Do not Print Receipt option is automatically selected and cannot be cleared. You cannot edit a gift associated with a manual receipt after the gift has been saved.