In this article, we will outline the different receipt status and what they mean.
Unreceipted
The receipt has not yet been created.
This status will automatically be applied to the following donations:
- The Donation record was manually logged and no receipting actions have been taken yet.
-
The Donation record was imported and one of the following applies:
- 'Receipt Status' column was not imported
- 'Receipt Status' column was imported with the value 'Unreceipted'
Ignored
This transaction has been marked as 'Ignored' by your organization and is not eligible for a donation receipt.
This status will be applied to the following donations:
- The Donation record was imported with the Receipt Status column being 'Receipted' - meaning it has already been receipted.
- The status was updated to be ignored manually via the Bulk Receipting Tool.
Processing
The receipt is being processed.
Scheduled
The receipt is scheduled for sending.
This status will automatically be applied to the following donations:
- Recurring donations with the cumulative receipting option that will automatically be sent by Keela at year-end.
Approved
The Transaction has been confirmed by a user as valid in preparation for Bulk Receipting.
Receipted
The transaction has an associated receipt.
This status will automatically be applied to the following donations:
- A receipt has been uploaded to the transaction record.
- Donations with receipts that have been generated but not emailed to the contact (possibly have been mailed).
Cancelled
The receipt has been cancelled.