How to Log a Receipt for a Single Revenue
(1) Click on the Contacts tool in the sidebar > Click on the Contact that you would like to log a receipt for > Click on the Fundraising tab > Select Transactions
(2) Click on the Revenue Record that you would like to create a receipt for.
(3) In the transaction details, select Create Receipt
In the pop-up information fields:
Ensure the Full Name, Full Address, and Email Address of the Contact are correct. Select "Send a receipt..." tick box if you want to automatically send a copy of this receipt to the Contact.
NOTE: As per best practices recommendations, a MailIng Address must be included on your receipt
How to Access and Download a Receipt
Once you've created a receipt, you can access it at any point by clicking on the Receipt hyperlink on the revenue record. The system will automatically show you a Preview of the Receipt. To download a copy of the receipt to your computer, click the purple Download button.