How to find a copy of a receipt you have sent

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.





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