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Contribution Receipt Process

Created: 11/07/2017Updated: 04/20/2018


The flow for creating contribution statements is as follows:

  1. Expand the Contributions menu.
  2. Click on the Bulk Receipts menu item. The Contribution Receipts window will be displayed.
  3. Choose your receipt type on the Criteria tab.
  4. Mark the applicable items on the Criteria tab.
  5. Click on the View People tab to see all the folks that will be receiving a statement.
  6. Click on the Receipt Text tab. Customize your text areas.
  7. Click PRINT RECEIPTS to print the statements or click EMAIL to email the receipts.

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