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Receipt Status

Stefania Bracho Liberatore
  • Updated

In this article, we will outline the different receipt status and what they mean.

Unreceipted

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The receipt has not yet been created.

This status will automatically be applied to the following donations:

  1. The Donation record was manually logged and no receipting actions have been taken yet.
  2. The Donation record was imported and one of the following applies:
    1. 'Receipt Status' column was not imported
    2. 'Receipt Status' column was imported with the value 'Unreceipted'

Ignored

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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:

  1. The Donation record was imported with the Receipt Status column being 'Receipted' - meaning it has already been receipted.
  2. The status was updated to be ignored manually via the Bulk Receipting Tool.

Processing

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The receipt is being processed.

Scheduled

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The receipt is scheduled for sending.

This status will automatically be applied to the following donations:

  1. Recurring donations with the cumulative receipting option that will automatically be sent by Keela at year-end.

Approved
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The Transaction has been confirmed by a user as valid in preparation for Bulk Receipting.

Receipted

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The transaction has an associated receipt.

This status will automatically be applied to the following donations:

  1. A receipt has been uploaded to the transaction record.
  2. Donations with receipts that have been generated but not emailed to the contact (possibly have been mailed).

Cancelled

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The receipt has been cancelled.