How to find a copy of a receipt you have sent
Go to Communications > Receipting > Receipt History
On the Receipt History page, you can filter to find your receipt by receipt Batch number, receipt number, send date, donor, etc. To filter, click the inverted triangle.
Click the grey triangle to select your operator for the filter.
When you enter the value you want to filter upon, in our example "on," you will start to see possible results.
Click the word "Filter" to complete the search.
You can view the receipt by clicking the Eye icon at the left of each row, or you can select a receipt to be reprocessed using the checkbox on the right.
To learn more about reprocessing receipts, read this article.
Individual CRM records also store the history of receipts sent.
By scrolling down to the attachments, you are able to view/download receipts.
Related Articles
Receipt template service for Partner DMS Cloud
In order to process receipts in Partner DMS Cloud, you need to set up 6 receipt forms: Official Print Unofficial Print Gift in Kind Print Official Email Unofficial Email Gift in Kind Email. Setting up templates is finicky and can require HTML ...How to Process Receipts in Silent Partner Cloud
Before processing receipts in Silent Partner Cloud, you would need to receipt donations in Silent Partner Desktop and run a Cloud sync. In Silent Partner Cloud, along the left side panel, hover over Communications, then click Receipting. This opens ...FireFox and Receipt History in Silent Partner Cloud
If you view a receipt PDF from within the Receipt History page of Silent Partner Cloud while using FireFox as your web browser, FireFox gives you the option to open the PDF in FireFox. This appears to result in a blank page. There are two options to ...Receipt Print Jobs and Receipt PDF Archive
In Communications, under Receipting click Receipt PDFs and Print Jobs In the Receipt PDFs and Print Jobs, filter by date. Once your date(s) is found click it to save this Print Job to your computer. Save the PDF file in your preferred location on ...The "Never Send Receipt" Function in Silent Partner
The "Never Send Receipt" option in Silent Partner allows you to receipt donations without creating an actual receipt document, for donors you mark as "never send receipt". This function would be useful if you have donors who requested not to be sent ...
Societ Academy
Learn what you need to know, any time. Free!
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.