I need to do a query at the end of each month to issue tax receipts to those who have not requested annual receipts. How should I do this?
There is an easy way to do this:
- From the receipt screen select on the icon “Receipts all in scope” (or click on the F5 key).
- At the top of the window there is a check-box that allows you to include or exclude annual-receipt donors. If you uncheck this box that should do what you need.
- From here select to month cut off date and that will print the required receipts.
- Print the receipts (you should preview first to make sure all looks correct).
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