From Fundraising, select Generate reports, select Receipt from the Report Types list, select Sample Auto Receipt (Crystal), and click Run
After you print receipts, you can either validate or reprint the receipts. All receipt numbers in the current batch that have been printed are listed in the Receipt Validation window.
Donor ID
Lists donors by ID number.
Receipt #
Lists receipt numbers for recently printed receipts.
Manual Receipt #
Lists manual receipt numbers for recently issued receipts.
Gift Amt
Lists gift amounts for the recently issued receipts.
Aggregate Receipt
Displays Yes if the receipt is an aggregate receipt.
Fund
Displays the fund associated with the printed receipt(s).
Campaign
Displays the campaign associated with the printed receipt(s).
Appeal
Displays the appeal associated with the printed receipt(s).
Select All
Enables you to select all the receipts in the window.
Deselect All
Enables you to deselect all the receipts in the window.
Reprint
Enables you to reprint all selected receipts in the window.
Note: When you click the OK button, you are prompted to print a thank you letter report and a register report. Before you click OK, verify that the receipts printed correctly. After you click OK, the receipts cannot be reprinted. However, the original receipts can be canceled and you can issue replacement receipts with new receipt numbers.
To generate auto receipts
When issuing receipts, you are prompted to issue thank you letters and register reports during the process. You can issue these additional reports at this time or to postpone printing them.
1. From Fundraising, select Generate reports to display the Generate reports window.
2. Select Receipt from the list of Report Types.
3. Select Sample Auto Receipt (Crystal) from the list of Available Reports.
4. (optional) Click Set Report Destination to change the report destination.
5. Click Run. The Auto Receipt Batch Query window opens.
6. Enter the search parameters for finding the receipts.
7. Click Select Specific Gift(s).
The Select Specific Gift(s) window opens.
□ If you did not enter specific search criteria in the Auto Receipt Batch Query window and only clicked Select Specific Receipt(s), a confirmation message is shown before the list of receipts is built. Click Yes to proceed.
The Select Specific Receipt(s) window displays a record for every donor for which an auto receipt was previously run, regardless of whether a thank you receipt was printed or not.
8. Select the gifts for which to generate receipts, or click Select All to select all of the gifts.
9. Click OK to return to the Auto Batch Receipt Query window.
10. (optional) Add a note of up to 30 characters in the Note field. This information is printed on all receipts generated in this batch.
11. Click Print.
12. Click OK to print the receipts.
13. (optional) To reprint the receipt, click Reprint.
14. Click OK after you have checked the receipts and verified that they have printed correctly.
A message asks if you want to print the thank you letter now.
To print the thank you letter:
□ Click Yes.
□ Click OK.
□ The Fundraising Reports window opens.
□ Select the Sample Thank You (Crystal) report.
□ Click OK.
A message asks if you want to print the Register Report.
15. To print the Register Report, click Yes.
16. Click OK.
The Fundraising Reports window opens.
17. Select the Register Report to print and click OK.
To print a thank you letter after auto receipting
1. From Fundraising, select Generate reports to display the Generate reports window.
2. Select Receipt Thank You from the list of Report Types.
3. Select Sample Thank You (Crystal) from the list of Available Reports.
4. (optional) Click Set Report Destination to change the report destination.
5. Click Run. The Thank You Letter Batch Query window opens.
6. Enter the search parameters.
7. Click Select Specific Receipt(s).
□ If you did not enter specific search criteria in the Thank You Letter Batch Query window and only clicked Select Specific Receipt(s), a confirmation message is displayed before the list of receipts is built. Click Yes to proceed. The Select Specific Receipt(s) window displays a record for every donor for which an auto receipt was previously run, regardless of whether a thank you receipt was printed or not.
8. Select the receipts to be generated, or click Select All to select all of the receipts.
9. Click OK to return to the Thank You Letter Batch Query window.
10. (optional) Add a note of up to 30 characters in the Note field. This information displays on all receipts generated in this batch.
11. Click Print to generate the report and close the Thank You Letter Batch Query window.
Thank You Letter Batch Query window
To print a Register Report after auto receipting
1. From Fundraising, select Generate reports to open the Generate reports window.
2. Select Register Report from the list of Report Types.
3. Select one of the register reports from the list of Available Reports.
4. (optional) Click Set Report Destination to change the report destination.
5. Click Run. The Batch Receipt Query window opens.
6. Enter the search parameters.
7. Click Select Specific Receipt(s).
□ If you did not enter specific search criteria in the Batch Receipt Query window and only selected Select Specific Receipt(s), a confirmation message displays before the list of receipts is built. Click Yes to proceed. The Select Specific Receipt(s) window displays a record for every donor for which an auto receipt was previously run, regardless of whether a register report was printed or not.
8. Select the receipts to be generated, or click Select All to select all of the receipts.
9. Click OK to return to the Batch Receipt Query window.
10. (optional) Add a note of up to 30 characters in the Note field. This information displays on all receipts generated in this batch.
11. Click Print to generate the report and close the Batch Receipt Query window.
Sample Register Report