How to Process Receipts in Silent Partner Desktop

Before you can process any receipts, you must first make sure that the donations have been entered into a Batch, and that the Batch has been posted. For more information on how to do this, click here.

Processing Receipts

Note: If you need to create or change Receipt Messages/Letters before printing the receipts, here's how you do that: Receipt Messages & Reply Codes

We highly recommend you run a backup of Silent Partner right before processing receipts.

Once the donations have been receipted, it is not possible to reverse the receipting process or reprint the file with receipts.

Step 1: Open the Receipting area

Click the Print Donors' Receipts (F12) button.

Step 2: Select who to make receipts for

To process receipts for all unreceipted donatins, click the "Receipts, All in scope" (F5) button.

Alternately, to process receipts for just a single donor, find the donor for whom you need to create a receipt, select their name and click the "Receipts, Current donor" button.

Step 3: Set your receipt preferences

You can indicate if you want to include donors who prefer an annual receipt, or not.

If you are printing your year-end receipts, be sure the "Include annual receipt donors" box is checked.

Otherwise, leave this option unchecked.

You can also indicate if you'd like to process receipts without including "never send receipt" donors.

You must also indicate the date you'd like to print receipts for.

To print receipts for donations made on a single day, choose the "One date only" option and select that date.
To print receipts for a wider period of time (e.g. the past month, or the past year), choose the "Range of dates" option and select the cutoff date for donations you want to make receipts for.

If you wish to print matching labels for your receipts, modify the order in which receipts will print, or create a merge file for your receipts, make those selections.

If making a merge file, choose the Merge format "Merge File (.csv)" and select the save location.

Silent Partner allows you to do additional filtering to narrow down exactly which donations you want to make receipts for. For example, perhaps you only want to make receipts for donations made to a specific account. If that is what you need to do, under Additional Filtering, click the "Donations" button and set your scope for which donations to make receipts for.

Step 4: Creating and printing the receipts

Before proceeding straight to printing the receipts, it is a good idea to select "Send to Screen," then click "Proceed" o double-check your receipt information before printing.

If the receipts look good when previewing them on screen, close your preview, select your preferred printer (e.g. Microsoft Print to PDF, or your local office printer), and proceed with printing the receipts.

Step 5: Confirm that the receipts printed correctly

After printing the receipts out for you, Silent Partner asks you to confirm that all receipts printed correctly. A printer jam, running out of ink, paper in the wrong way, or a network failure are all potential reasons your receipts don't print correctly.

It is critical that you confirm that everything printed correctly, then confirm this in Silent Partner. This is your last chance to ensure everything is correct.

If you do not confirm that the receipts printed correctly, or if you only notice something is wrong after printing and clicking OK to the message below, you will need to reverse the receipts.

Important Note: If you find that some or all receipts have NOT printed correctly, click "No". You will then be taken to the following screen:

At this point, you will be able to choose which ones need to be reprinted, or cancel the printing and try again later.

Step 6: Confirm and sync receipts to Silent Partner Cloud (if applicable)

If you process your receipts in Silent Partner Cloud, at this step, Silent Partner will produce an e-receipt list with the donor and donation information for the receipts created. Review the e-receipt list, and if everything is correct, click Yes to update the donation records as receipted.

If you see corrections that need to be made, click No to cancel the receipting session, make the necessary corrections or adjustments, and try processing receipts again later.

Once you have receipted the donations in Silent Partner Desktop, you will need to run a Cloud sync and finish processing the receipts in Silent Partner Cloud.