Generate a Donation Receipt

IMPORTANT: If the donation was recorded by an administrator, the ability to generate a receipt may not have been selected. In order to allow this, you’ll need to edit the donation and check the box to allow a receipt to be generated. A receipt can always be generated for donations made online by a donor. 

Donations Tab in a Profile 

1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar 

2. Click on the person’s name from the list that appears 

3. Click on the “Donations” tab 

4. Mouse over the Options icon to the left of a donation
   • Optional: Select multiple donations by checking the boxes next to each, or “Select All” at the bottom 
     • Select “Download Receipts” from the dropdown menu 
     • Click the [Download Receipts] button 

5. Select “Download Receipt” 

6. Save the receipt to a file 

Note: You can also email the receipt to the donor by selecting “Email Receipt” from the list of options beside the donation. You can only email one receipt at a time.

Manage Donations Page 

1. Go to People, then click on “Manage Donations” found in the sidebar under Donors 

2. Optional: Apply filters to display the desired donations 

3. Mouse over the Options icon to the left of a donation
   • Optional: Select multiple donations by checking the boxes next to each, or “Select All” at the bottom 
     • Select “Download Receipts” from the dropdown menu 
     • Click the [Download Receipts] button 

4. Select “Download Receipt” 

5. Save the receipt to a file 

Note: You can also email the receipt to the donor by selecting “Email Receipt” from the list of options beside the donation. You can only email one receipt at a time. This cannot be done in bulk. 

Reports Tab When Logged on as a Donor 

1. When logged on as a donor, click on the “REPORTS” tab 

2. Click on the “Download Receipt” link to the right of a donation
   • Optional: Select multiple donations by checking the boxes next to each, or “Select All” at the bottom 
     • Click the [Download Receipts] button 
     • Click the “Download Receipts” hyperlink 

3. Save the donation receipt to a file