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
Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
Click on the person’s name from the list that appears
Click on the “Donations” tab
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
Select “Download Receipt”
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
Go to People, then click on “Manage Donations” found in the sidebar under Donors
Optional: Apply filters to display the desired donations
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
Select “Download Receipt”
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
When logged on as a donor, click on the “REPORTS” tab
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
Save the donation receipt to a file